Todd and Amy West are the dedicated husband-and-wife team behind Advocate Financial, a Florida-based financial services firm specializing in retirement and estate planning. Known for their servant-hearted approach and deep-rooted values, Todd and Amy have built their practice on the pillars of integrity, education, and personalized service. Their mission is simple: help individuals and families protect their future with safe, strategic retirement solutions tailored to their unique needs.
Florida Retirement System Specialists
Licensed by the Florida Department of Financial Services, Todd and Amy are trusted specialists in the Florida Retirement System (FRS), with in-depth expertise in the FRS Pension and DROP programs. They help state employees cut through the complexity of government resources by providing clear, personalized financial guidance designed to optimize retirement outcomes.
Certified Federal Retirement Consultants
In addition to their work with state employees, Todd and...
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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.