President at Alan V Niemi
Boca Raton, Florida
Alan Niemi, President, is a licensed independent financial professional at Alan V Niemi in Boca Raton, Florida with 40+ years of experience. Specializing in Life Insurance, Fixed Annuities, Indexed Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 5612457721
Email: [email protected]
Licensed Independent Financial Professional · 40+ Years Experience · SafeMoney Certified™
About Alan: Alan Niemi is a seasoned financial expert based in Boca Raton, Florida, with over 40 years in the financial services industry. His extensive experience and dedication have earned him the title of President at Secure Money Benefits. Areas of Expertise: Alan specializes in health, Medicare, life insurance, fixed annuities, indexed annuities, retirement income planning, small group health plans, wealth transfer, and legacy planning, and is a medicare educator. His commitment to delivering top-notch safe money strategies ensures retirees have a secure financial future. Alan focuses on guaranteed income solutions tailored to each client's unique needs. By leveraging fixed and indexed annuities, he crafts personalized plans that enhance financial stability during retirement. Having passed the Safe Money Certified™ program with a score of 100%, Alan is recognized for his expertise and certification in the field. Licensed in Florida, Alan also holds non-resident licenses in TX, MD, MO, MI, SC, PA, CO, IN, KS, and IA. His license number is W149177, and his NPR # is 7727685. He brings more than 40 years of focused experience.
Contact Alan today at (561-245-7721 to discuss your retirement planning needs in Boca Raton, Florida.
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Alan Niemi at Alan V Niemi offers Life Insurance, Fixed Annuities, Indexed Annuities in Boca Raton, Florida. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Alan Niemi is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.