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About Jeffrey Hines — Fort Lauderdale, Florida
Jeffrey Hines is a licensed insurance agent with a diverse background in mortgage lending, financial analysis, real estate, and radio broadcasting. His broad expertise enables him to provide well-rounded, client-focused financial solutions.
Guided by a strong ethical foundation, Jeffrey prioritizes his clients' best interests by analyzing all options to safeguard their wealth. Inspired by innovative ideas, he reentered the insurance field to deliver unique, high-impact strategies such as the Flex Plan—a structure that enables clients to "make one dollar work twice," maximizing returns while ensuring financial security.
In addition to his insurance expertise, Jeffrey collaborates with Excel Empire to offer advanced tax strategies. Recognizing the gaps in traditional CPA services, he helps clients navigate complex tax codes to uncover significant savings. Excel Empire guarantees a 30% tax savings for business owners and commercial property owners they accept, ensuring measurable value ...
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Frequently Asked Questions About Financial Advisors in Fort Lauderdale, 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.