Florida – Financial Education for Retirees & Pre-Retirees

Retirement Planning for the Sunshine State

Florida is a top retirement destination. SafeMoney.com helps Floridians explore stable retirement options with educational tools and connections to independent, licensed advisors across the state.

Supporting Florida’s Retirement Goals

Education focused on income security and asset protection
Independent advisors experienced in Florida’s retirement landscape
Planning guidance with no product push

📥 Download our free Retirement Guides

or connect with a Florida financial professional below and request your personalized materials.

Name	Department	Position	Phone	Suburb	State
Adam D. Parks \| Tampa Fiduciary Wealth Management Expert	Trinity Wealth Management Group, Inc.	Financial Advisor, AIF®, CBDA®	727-772-1272	Tampa	FL
Amy & Todd West	Advocate Financial	Managing Partners	407-902-6750	Orlando	FL
Brent Meyer \| Integrity, Security, Trust	SafeMoney.com	Founder	800-790-7791 ext. 102	Key West	FL
David A Swanson	Quantum Financial Group, Inc.	President & CEO	386-247-0139	Tampa	FL
Derek Nelson \| Polaris Legacy Group	Polaris Legacy Group	Author, Insurance & Retirement Specialist	727-410-2348	Tampa	FL
Diversity Equity Financial \| Inclusive Wealth Planning	Diversity Equity Financial Inc.	Certified Financial Fiduciary®, Senior Advisor, President, ChFEBCsm	386-363-3029	Ormond Beach	FL
Edie Jarvis \| President at Jarvis Financial	Jarvis Financial Inc	President & CEO, Certified Financial Fiduciary®, ChFEBCsm	386-677-8158	Ormond Beach	FL
Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge	Financial Education & Designs	CEO / President	913-449-4804	Naples	FL
Eric Hutter	Osprey Retirement Solutions	President	772-463-7112	Palm City	FL
Frank Gutta	Frank Gutta CPA	President	954-824-0500	Davie	FL
Gerry James \| Safe Money Retirement Planner, FL	Safe Money Manager	President	904-704-2997	Ponte Vedra Beach	FL
Hank Progar, MBA	AIM Safe Money Advisors	Owner	941-355-4362	Lakewood Ranch	FL
Jeffrey Hines	Excel Empire	Tax Strategist	954-245-2002	Fort Lauderdale	FL
John Foster Ripley CLTC®, FRC℠, ChFEBC℠	Smarter Retirement Solutions	Investment Advisor Representative	(877) 309-3364	Tampa	FL
Keith A Kelsey	Kelsey Financial Services	President	386-801-2084	Deland	FL
Ken Keplinger	Safe Money Steps	Owner	813-909-4464	Lutz	FL
Kevin M. Smith – KMS Safe Money Solutions	KMS Safe Money Solutions	President	407-923-8724	Orlando	FL
Leslie Knudsen \| President of Knudsen & Associates, Inc.	Knudsen & Associates, Inc.	President/CEO	941-888-2271	Sarasota	FL
Mark D. Goldstein, CFP®	Safe Money Alliance	President	847-778-7986	Naples	FL
Nadine M. Perez CF2, RFC, CLTC, RSSA	NBP Insurance and Financial Services	Founder / Broker / Agent CF2, RFC, CLTC, RSSA	561-594-9758	Greenacres	FL
Pete Newmes RSSA®	Florida Retirement Group	Insurance and Retirement Advisor	1-866-376-1672	Lake Mary	FL
Scott Storick RFC® \| MDRT® Top of the Table Since 1997	Scott Storick	Owner	561-862-8051	Boca Raton	FL
Steven P. Hennessy \| Financial Services of South Florida	Trinity Financial Services of South Florida	Principal	305-233-7751	Miami	FL