Owner at Safe Money Steps
Lutz, Florida
Ken Keplinger, Owner, is a licensed independent financial professional at Safe Money Steps in Lutz, Florida with 10+ years of experience. Specializing in Fixed Annuities, Indexed Annuities, Life Insurance. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 813-909-4464 | 813-541-1776
Email: [email protected]
Website: https://safemoneysteps.com/
Licensed Independent Financial Professional · 10+ Years Experience · SafeMoney Certified™
Ken Keplinger has been serving clients in Florida and across the United States since 1989, providing specialized services in wealth preservation and income planning. His focus is on helping clients maximize their income while preparing for a secure and stable financial future.
Ken is dedicated to guiding individuals and families toward a confident retirement, even in today's rapidly changing economic landscape. His retirement seminars have attracted widespread attendance, reflecting his commitment to educating others on protecting their financial well-being. Over the years, he has worked with numerous families, including active and retired Florida Retirement System (FRS) members and small business owners, to safeguard and grow their estate values.
A proud graduate of Temple University in Philadelphia, Pennsylvania, Ken has held a Florida Department of Insurance license since 1989. He is deeply committed to staying informed on the latest trends and developments in financial planning, regularly participating in continuing education courses to provide his clients with accurate and up-to-date advice.
Ken lives in Lutz, Florida, with his wife, Mary, and their two daughters, who attend local Hillsborough County schools. Mary, a former elementary school teacher, plays an integral role in the family business as Ken's office assistant. Both Ken and Mary are active contributors to their community. Mary has been volunteering in classrooms and serving on PTA boards since 2002, while Ken has been the Concession Chair for the Steinbrenner Athletic Booster Club since 2012.
When Ken isn't working, he enjoys spending quality time with his family, as well as fishing, golfing, and experimenting in the kitchen.
Contact Ken today to discuss your retirement planning needs in Lutz, Florida.
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Ken Keplinger at Safe Money Steps offers Fixed Annuities, Indexed Annuities, Life Insurance in Lutz, 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, Ken Keplinger 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.