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At Safe IRA , our sole focus is YOU.
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About Our Firm

At Safe IRA, our sole focus is YOU.

Safe IRA is a convenient resource for individual and retirement investors seeking to easily identify the optimal blend of secure investments that has historically produced the highest rate of growth or is projected to provide the greatest income for life.

Too often, Safe IRA advisors have seen individual investors fall prey to poor guidance from well-intentioned, yet inadequately informed, salespeople employed by large financial firms with a limited or proprietary financial product selection. The parasitic relationship of these firms relative to the unsuspecting family often leads to poor investment performance and, over the long run, diminishes the investor’s financial quality of life. Safe IRA helps solve these conflicts of interest and is today’s resource to help families make better investment decisions.

Safe IRA balances the benefits of thorough investment research with responsive client support. Our analytic methodology sorts through the ever-changing maze of secure investment products, seeking to select the optimal mix of today’s superior choices. Our responsive customer support listens carefully, then answers questions tailored to your specific needs. Our online educational resources provide investors with easy and convenient tools to learn about and understand the investments we recommend. We also sponsor the "Smart Money" Meetup Group to provide monthly educational opportunities helping to equip investors with the perspective and resources to make smart financial decisions.
 

Meet Kenneth S. Ray, RIA

As the Managing Member of Safe IRA, Kenneth Ray is focused on helping clients build investment capital through a well-thought-out strategy. Ken currently serves clients as Safe IRA’s Director of Investment Research and has more than 30 years’ experience as an independent investment advisor. Previously, as Vice President of Investments for a national brokerage firm, Ken recognized that individual investors could receive better guidance by having access to an independent source of well-researched, unbiased investment knowledge. He became an independent advisor in 1989 and, subsequently founded Safe IRA with the goal of helping individuals and their families achieve superior financial results.

Building his extensive background in the financial services industry, Ken has managed two mutual funds, served as CEO of an investment software development and management firm, received a patent for developing a computerized investment management expert system, authored “The New Investment Manager,” and served as a member of the survey committee of the National Association of Business Economists. He has been quoted in The Wall Street Journal, appeared as a featured guest on Caspar Weinberger’s World Business Review, hosted a financial radio show and been quoted in numerous regional publications including NBC, CBS, ABC and FOX .

Ken is a Registered Investment Adviser and holds his insurance life and health licenses in in Pennsylvania. He graduated from Lycoming College with a bachelor’s degree in psychology, including coursework in business, statistical analysis and computer programming. He graduated from Temple University with a master’s degree in education. Additionally, Ken has received continuing education at Santa Fe Institute’s Complex Systems School and studied artificial intelligence systems at NeuralWare. He has received a patent for his artificial intelligence "expert system" and authored The New Investment Manager. Ken lives in Lancaster, Pennsylvania.

 

Meet Karen M. Weigle

Karen Weigle serves as a licensed independent insurance agent at Safe IRA. She draws from her wealth of expertise in the counseling and educational field to provide responsive client support.

Utilizing the investment resources of Safe IRA, Karen combines her exceptional communications with the investment resources of Safe IRA to provide thoroughly researched, innovative investment solutions in a responsive client experience.

Karen received her bachelor’s degree in psychology from the University of Pittsburgh and her master’s degree in counseling psychology from Immaculata University. She lives in Lancaster, Pennsylvania.

 

Meet Iain M. Ray

Iain Ray is a Junior Analyst with Safe IRA. He graduated from Stetson University in DeLand, Florida, with a bachelor’s degree in finance. Iain currently holds his investment advisor (FINRA Series 65) license and his life and health insurance licenses. Iain helps Safe IRA with investment analysis and to produce the monthly Safe IRA Top Rates report.

 

To schedule a time to discuss possible strategies to strengthen your family’s financial future, contact us at customerservice@safeira.org or call us at (866) IRA-SAFE (472-7233) today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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  • Our Focus
    » Wealth Accumulation
    » Retirement Income Strategies
    » Secure Investments
    » Proper Portfolio Balance
    » Asset Protection
    » Investment Management
    » Estate Planning
    » Life Insurance
    » Medicare Advantage Plans
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    Investment advisory services offered through EPG Advisory, LLC, a Registered Investment Adviser. Investing involves risk, including the potential loss of principal. Any comments regarding safety and guaranteed income refer only to fixed insurance products and do not refer in any way to securities or investment advisory products. Insurance and annuity product guarantees are subject to the claims-paying ability of the insurer. Neither the firm nor its agents may give tax or legal advice. You should consult with a qualified professional before making a purchasing decision.