Amy & Todd West

Managing Partners at Advocate Financial

Orlando, Florida

Quick Answer

Amy & Todd West, Managing Partners, is a licensed independent financial professional at Advocate Financial in Orlando, Florida with 10+ years of experience. Specializing in Retirement Planning, Estate Planning, Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Amy & Todd West in Orlando, Florida

Phone: 407-902-6750

Email: [email protected]

Website: https://advocatefinancial.net/

Areas of Expertise in Orlando, Florida

Retirement PlanningEstate PlanningAnnuitiesLife InsuranceFederal EmployeesFixed AnnuitiesPension PlanningIndexed AnnuitiesRetirement Income Planning

About Amy & Todd West — Orlando, Florida

Licensed Independent Financial Professional · 10+ Years Experience · SafeMoney Certified™

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 all the complexity by providing clear, personalized financial guidance designed to optimize retirement outcomes. Certified Federal Advocate Consultants In addition to their work with state employees, Todd and Amy are nationally recogn...

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Frequently Asked Questions About Amy & Todd West & Financial Advisors in Orlando, Florida

What services does Amy & Todd West offer?

Amy & Todd West at Advocate Financial offers Retirement Planning, Estate Planning, Annuities in Orlando, 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 Amy & Todd West SafeMoney Certified?

Yes, Amy & Todd West is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

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.