Gerry James

President at Safe Money Manager

Ponte Vedra Beach, Florida

Quick Answer

Gerry James, President, is a licensed independent financial professional at Safe Money Manager in Ponte Vedra Beach, Florida with 16+ years of experience. Specializing in Retirement Income Planning, Medicare Planning, Fixed Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

Contact Gerry James in Ponte Vedra Beach, Florida

Phone: 904-704-2997

Email: [email protected]

Website: https://safemoneymanager.com/

Areas of Expertise in Ponte Vedra Beach, Florida

Retirement Income PlanningMedicare PlanningFixed AnnuitiesIndexed AnnuitiesTax-Efficient Strategies

About Gerry James — Ponte Vedra Beach, Florida

Licensed Independent Financial Professional · 16+ Years Experience

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 Gerry James & Financial Advisors in Ponte Vedra Beach, Florida

What services does Gerry James offer?

Gerry James at Safe Money Manager offers Retirement Income Planning, Medicare Planning, Fixed Annuities in Ponte Vedra Beach, Florida. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

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.

Is Gerry James SafeMoney Certified?

Gerry James is an independent licensed financial professional specializing in retirement planning and safe money strategies in Ponte Vedra Beach, Florida.

Is the initial consultation free?

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.