7100 Oakland Ave. Richmond Heights, MO 63117
(314) 947 - 0559
At Safety First, our company is built on core principles that guide everything we do. Our team of highly skilled representatives is experienced, and fully licensed. We are proud to partner with some of the world’s most established and trusted financial institutions. At Safety First, we believe the more you understand about your money and how it can work for you, the more value you’ll see in the services we provide, when it comes to your retirement.
We deliver competitive rates and higher returns with no fees charged to you. Our distinctive approach emphasizes educating you on the challenges you may face in retirement, while also providing strategies to preserve your capital. We know you’ve worked hard for your money, and safeguarding in your retirement, as well as getting growth your nest egg needs. That’s why we never recommend financial products that put your principal at risk.
GROWTH
It’s only reasonable to expect a strong return on your investment. We believe in the principle of “growing it and keeping it,” rather than exposing your retirement funds to market risks that could lead to losses right when you need them most. At Safety First, we are committed to offering competitive options designed to help you build a secure and successful retirement.
SAFETY
Your security is always our top priority and the first factor we consider in every decision we make. In fact, we have never lost a single dollar of our clients’ funds to stock market fluctuations. While the market may rise and fall, your retirement doesn’t have to follow the same pattern.
INCOME
Income planning is all about ensuring you have access to your money when you need it to cover financial obligations. Guaranteed Income goes further by providing the reassurance that your income will be there for you throughout your lifetime, giving you lasting peace of mind.
At Safety First, our mission is to educate consumers about retirement planning so they can make informed choices and protect their financial future.
In today’s economic climate, with ongoing market volatility, many people are searching for safe options to place a portion of their retirement savings. Annuities have become increasingly attractive to retirees because of the safety and guarantees they provide. While annuities are not the right fit for everyone, under the right circumstances they can play a critical role in securing a stable retirement.
We also recognize the confusion surrounding annuities and the negative perception often fueled by the media or individuals outside this field. Because there are many types of annuities, the specialists at Safety First Financial are here to guide you in determining which option best fits your unique needs.
Daniel Upchurch
Series 65 CRD #7775711
NPN 16779744- since 2012
(314) 947 - 0559
ext. 101
Daniel Upchurch entered the financial and insurance industry in 2012 and is also a licensed Series 65. Over the years, he has built one of the largest independent client bases for any single producer in the Bi-State area within a comparable time frame. Daniel achieved this by focusing on each client as an individual, tailoring his approach to their specific needs.
With more than a decade of experience, Daniel has worked exclusively with clients aged 50–80, giving him firsthand insight into the unique challenges of the retirement and distribution phase of life. He considers it a privilege to work with those who are retired, approaching retirement, or even years away from it. One of his favorite sayings is, “I have learned more from the experiences of my clients than I ever did in university classrooms while pursuing my Economics degree.”
Daniel and his wife, Heidi, live in St. Louis County. They have six children, ranging in age from 14 to 24, and one grandchild. Heidi manages the otolaryngology department at Washington University Medical, while also managing to keep Daniel on track. Both are active in their church and devote time and resources to helping those in need.
7100 Oakland Ave.
St. Louis, MO 63117
Protecting our clients through sound, secure solutions to face down the pitfalls encountered during retirement; Long Term Care, Market Volatility, Loss of a Spouse, Income, Taxes, Leaving a Legacy, etc..
Safety First customizes a plan for each of our clients to meet their specific Life Goals and Values
Got a Question?
Complete the form below and we’ll be in touch!
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1- SMS Consent Communication:
The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2- Types of SMS Communications:
If you have consented to receive text messages from Safety First, you may receive messages related to the following:
Appointment reminders
Follow-up messages
Billing inquiries
Promotions or offers (if applicable)
Example: "Hello, this is a friendly reminder of your upcoming appointment with Dr. [Name] at [Location] on [Date] at [Time]. Reply STOP to opt out of SMS messaging at any time."
3- Message Frequency:
Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments or account status.
4- Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
5- Opt-In Method:
You may opt-in to receive SMS messages from Safety First in the following ways:
Verbally, during a conversation
By submitting an online form
By filling out a paper form
6- Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
7- Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at safetyfirst.du@outlook.com
Additional Options:
If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
8- Standard Messaging Disclosures:
Message and data rates may apply.
You can opt out at any time by texting "STOP."
For assistance, text "HELP" or visit our Privacy Policy and Terms and Conditions pages.
Message frequency may vary