Safe Money Strategies

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Our team takes a tailored approach to helping families reach their financial goals.

Specializing in long term care planning

Time flies. Protect what you’ve worked so hard for – before market risks catch you off guard.

Unlock More From Your Annuity: Protect Your Future & Loved Ones

The Great Wealth Transfer

Is your plan aligned with your long-term care needs?

Extended Healthcare Planning

Protect your assets and independence with comprehensive long term care insurance solutions.

Life Income

Safely position your assets into a financial vehicle that will create a guaranteed constant income.

Legacy Planning

Protect your family’s financial future with term, whole, universal, and other customized life insurance solutions.

Planning for Disability

Safeguard your income and business with specialized disability coverage from our independent brokers.

Government Sponsored Healthcare Programs

Navigate Medicare, supplements, and other senior insurance options with our experienced Cincinnati agents.

Employer Sponsored Benefit Plans

Employer-sponsored benefit plan that gives employees access to certain taxable and nontaxable pretax benefits.

Bringing peace of mind and protection to families for over 35 years

My name is Bruce Barga and I’ve been helping individuals and families for over 35 years by providing solutions on ways to protect their hard-earned assets from market risk as well as providing answers on how and where to position their assets in order to leverage and maximize them in the most tax efficient manner possible.
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