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
SMC
Phone
Suburb
State
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
Edwin Cruz – Prosperity Financial And Insurance
Prosperity Financial And Insurance
Retirement Planner
386-228-5769
Lake Helen
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
Hank Progar, MBA
AIM Safe Money Advisors
Owner
941-355-4362
Lakewood Ranch
FL
James Florio – Florio Wealth Management
Florio Wealth Management, LLC
Owner
513-388-6303
Seminole
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
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
Florida Retirement Group
Insurance and Retirement Advisor
1-866-376-1672
Maitland
FL
Steven Kanner CFP®, ChFC®
Valaur, LLC
Managing Member
561-989-0014
Boca Raton
FL
Thomas M. Best
Florio Wealth Management LLC
President
321-863-4470
West Melbourne
FL