Florida (FL)

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 Amy & Todd West Advocate Financial Managing Partners Safe Money Certified 407-902-6750 Orlando FL
Brent Meyer | Integrity, Security, Trust Brent Meyer | Integrity, Security, Trust SafeMoney.com Founder Safe Money Certified 800-790-7791 ext. 102 Key West FL
David A Swanson David A Swanson Quantum Financial Group, Inc. President & CEO Safe Money Certified 386-247-0139 Tampa FL
Edwin Cruz – Prosperity Financial And Insurance Edwin Cruz – Prosperity Financial And Insurance Prosperity Financial And Insurance Retirement Planner Safe Money Certified 386-228-5769 Lake Helen FL
Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial  Concierge Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge Financial Education & Designs CEO / President Safe Money Certified 913-449-4804 Naples FL
Eric Hutter Eric Hutter Osprey Retirement Solutions President Safe Money Certified 772-463-7112 Palm City FL
Frank Gutta Frank Gutta Frank Gutta CPA President Safe Money Certified 954-824-0500 Davie FL
Hank Progar, MBA Hank Progar, MBA AIM Safe Money Advisors Owner 941-355-4362 Lakewood Ranch FL
James Florio – Florio Wealth Management James Florio – Florio Wealth Management Florio Wealth Management, LLC Owner Safe Money Certified 513-388-6303 Seminole FL
Jeffrey Hines Jeffrey Hines Excel Empire Tax Strategist Safe Money Certified 954-245-2002 Fort Lauderdale FL
John Foster Ripley CLTC®, FRC℠, ChFEBC℠ John Foster Ripley CLTC®, FRC℠, ChFEBC℠ Smarter Retirement Solutions Investment Advisor Representative (877) 309-3364 Tampa FL
Keith A Kelsey Keith A Kelsey Kelsey Financial Services President 386-801-2084 Deland FL
Ken Keplinger Ken Keplinger Safe Money Steps Owner Safe Money Certified 813-909-4464 Lutz FL
Kevin M. Smith – KMS Safe Money Solutions Kevin M. Smith – KMS Safe Money Solutions KMS Safe Money Solutions President Safe Money Certified 407-923-8724 Orlando FL
Mark D. Goldstein, CFP® Mark D. Goldstein, CFP® Safe Money Alliance President Safe Money Certified 847-778-7986 Naples FL
Nadine M. Perez CF2, RFC, CLTC, RSSA Nadine M. Perez CF2, RFC, CLTC, RSSA NBP Insurance and Financial Services Founder / Broker / Agent CF2, RFC, CLTC, RSSA Safe Money Certified 561-594-9758 Greenacres FL
Pete Newmes Pete Newmes Florida Retirement Group Insurance and Retirement Advisor Safe Money Certified 1-866-376-1672 Maitland FL
Steven Kanner CFP®, ChFC® Steven Kanner CFP®, ChFC® Valaur, LLC Managing Member Safe Money Certified 561-989-0014 Boca Raton FL
Thomas M. Best Thomas M. Best Florio Wealth Management LLC President Safe Money Certified 321-863-4470 West Melbourne FL

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