Retirement Income PlanningMedicare PlanningFixed AnnuitiesIndexed AnnuitiesTax-Efficient Strategies
About Gerry James — Ponte Vedra Beach, Florida
Faith-Based Fiduciary | Retirement Income Planning Specialist
Gerry James has helped retirees and pre-retirees in Florida, South Georgia, and South Carolina confidently prepare for retirement since 2010. As a Safe Money Manager and dedicated fiduciary, Gerry builds customized retirement income strategies focused on preserving principal, ensuring your retirement income account never suffers market losses, while providing predictable, tax-efficient lifetime income.
A Perfect Track Record
With more than a decade of experience and a perfect track record—never losing a penny of client money—Gerry evaluates each individual's financial position, including income, expenses, insurance, and tax status, to deliver tailored solutions. From safe investment recommendations to guaranteed income planning, his work is rooted in client-first ethics, transparency, and care.
Ongoing Support & Education
Gerry offers ongoing portfolio reviews and regular check-ins to adapt to life's changes. He also inve...
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Frequently Asked Questions About Financial Advisors in Ponte Vedra Beach, Florida
Why work with an independent financial advisor?
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.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
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.