Are you on track for retirement?

The question isn’t at what age to retire, it’s what income.

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Our Mission

Our company is composed of financial professionals who offer high quality insurance and financial products and services to the individual and business marketplace. We take a Tax Advisory Approach in helping you with Strategies & Concepts to receive an income that is Tax Free during your retirement years. We help consumers enjoy the retirement lifestyle of their dreams, we provide those who are entering retirement or have already retired with a community business that cares about protecting their retirement assets. We will take the time to find out your individual needs and goals in order to provide you with a secure and worry-free retirement.

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Our Services

  • Medicare

    While there is no shortage of things to plan for in retirement, it’s critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.

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    Generational Vault

    It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else.

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    Retirement Strategy & Risk

    Our organization prides itself on providing retirement strategies to Indianapolis, IN and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.

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  • New Generation Retirement

    The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.

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    Income Planning

    Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Safe Retirement Ventures, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.

    We do not provide legal or tax advice and you should consult an attorney or tax advisor for such advice.

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    Insurance Solutions

    Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.

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Meet Our Team

Michael Arbuckle

Michael Arbuckle started his career in the financial industry in December of 1998, working in the field of health and life insurance. In 2003, Michael started his own business in the annuity and life insurance space. By implementing tax preparation and analysis, we have been able to help seniors reduce exposure to social security taxation at the same time, keeping their savings safe and secure from market volatility and loss. In 2009, Michael formed Safe Retirement Ventures, that follows the same concepts and focus. Michael is one of the original Certified Financial Educator’s from the Heartland Institute of Financial Education and is proud to be able to help educate and empower individuals and families through providing a fundamental understanding of personal finance and retirement planning.

Michael is originally from Noblesville, IN and is a U.S. Navy veteran, serving from 1991-1995 onboard the aircraft carrier USS America. He has traveled to and spent time in many different countries, including Italy, Greece, Germany, Israel and most recently, Peru, India and Thailand. He has diverse experience that allows him to connect and communicate effectively with people from all over. He resides in Fishers, IN with his wife, Audrey and their dog.

Don Stilts

Don Stilts is joining the Safe Retirement Ventures Team with a truly diverse and accomplished background in sales, management and leadership.

Don and his wife Christina reside in Fortville Indiana and have been married over 15 years. They have 2 young sons, Christian (12) and Sebastian (9).

Don proudly served his country in the United States Air Force from 1988 to 1994. During this time, he was able to experience and see much of the world as part of the flight crew on a C-141 military aircraft.
His journeys took him to many other countries and locations to include Saudi Arabia, Iraq and the United Arab Emirates during the Gulf War in 91-92. Don even spent time in Australia and New Zealand while flying back and forth to the Antarctic supporting scientist studying the south pole.

After Leaving the military, Don spent 17 years in the mortgage and banking industry as a Regional Sales Manager and Vice President of Sales and Operations for a major mortgage lender.

Don’s faith and passion for serving others led to him to opening a not for profit – 501(c) called Stilts Sprit – A Giving Tree. “The Giving Tree” served individuals from a physical and spiritual standpoint. On a monthly basis over 500 families were helped and served from a stationary and mobile food pantry in Indiana.

Don transition to Safe Retirement Ventures to enter the retirement planning and benefits industry is exciting for him and his family because he can continue to help others. He is eager to continue helping others from an education, benefits and financial position at PA.

Our Office

7950 N SHADELAND AVE STE 300
Indianapolis, IN 46250
(317) 579-1888
marbuckle@preservationassociatesllc.com

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