Retirement Income PlanningLong-Term CareWealth TransferLife Insurance401k Planning
About Kevin M. Smith ā Orlando, Florida
Kevin Smith ā KMS Safe Money Solutions
Kevin Smith is a highly experienced Independent Financial Advisor specializing in wealth preservation, retirement planning, and long-term care strategies for individuals and businesses. With over four decades in the financial services industry, he has built a reputation for providing strategic financial guidance, particularly in managed money processes and retirement security. Kevin is also a recognized long-term care resource expert and has been a featured speaker at the Florida Special Olympics, Florida Methodist Pastors' Conferences, and FICPA Annual Meeting.
Professional Experience
š¹ OMNI Resource Group
Kevin served as a Financial Consultant, specializing in business and professional consulting. He worked extensively on buy-sell funding strategies, assisting senior partners in transitioning their business interests to the next generation.
š¹ Thrillkill, Broussard & Smith, P.A. ā Vice President
From 1995 to 2003, Kevin was responsible for ...
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Frequently Asked Questions About Financial Advisors in Orlando, 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.