Florida

2020-12-16T20:50:10+00:00

Meet Eric Hutter: Palm City

Eric Hutter is the host of the Safe Money Radio Show, a national presenter of Safe Money Concepts. He is proud to help individuals across the nation protect their retirement savings. “Over the decades, I have guided people to protect millions in retirement assets, not one of these people ever lost a dime to market fluctuations. There is great joy in being able to help people have peace of mind about their financial future.”

He and his wife, Laura, reside in Florida. They are family-oriented and proud to be closely connected to their 14 nieces and nephews. They are enjoying activities such as boating, fishing, biking, hiking, and reading.

 

 

 

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Meet Robert Kelly: Fort Lauderdale

Robert Kelly enjoys helping people across the nation to protect their retirement money against risk and exorbitant fees with safe money concepts. As independent agents, we can seek out the best products from all the major carriers, working with only the major A+ rated carriers in the field at the best rates possible. Robert and his wife reside in the Fort Lauderdale area of Florida. They have been married for 24 years and have five children and four grandchildren.

 

 

 


Meet Jerry Reed: Largo

After a Major League Baseball career, Jerry Reed has spent the past 27 years in the financial industry. Jerry is a problem solver that specializes in Retirement and Personal Financial Plans. He uses plans with prudent strategies of asset protection using guaranteed investment products. Jerry has been able to protect 100% of his client’s assets through some of the worst economic times during the past 20 years. He wants to ensure that his clients can enjoy their retirement without the financial worries that plague the retirement community.

 

 

 


Meet Allen Masri: Sunrise

Allen Masri, his wife, and their two children have resided in sunny southern Florida for 43 years. As a Federal Employee Benefits Consultant and a host of Safe Money Retirement Radio, Allen has helped people of all walks of life protect their retirement money while enjoying an income that cannot be outlived.

Over the years, Allen has enjoyed giving his clients peace of mind by helping them save millions of dollars in retirement assets, and not one of those people has ever lost a penny to market adjustments.

It is his desire to give you that same peace of mind.

 

 

 

 


Meet Rocky Fraleigh: Jacksonville

Rocky Fraleigh started in the Financial Services Business in 1989 and has seen many ups and downs in the Stock Market. He saw his own family lost millions in the Stock Market. So he decided to help people accumulate wealth without risking their life savings.

Rocky specializes in working with pre-retirees and retirees on how to protect their assets from the Wall Street Roller coaster but helping his clients earn a reasonable rate of return.

With all of the economic turmoil in the markets and around the world, it’s more important than ever to keep your wealth safe and wealth safe and secure, …but also growing.

 

 

 


Meet Joe Valenzuela: Fort Lauderdale

Valenzuela Financial Management Group was founded in 1993. Starting with an educational approach to financial services, we have developed into a firm that focuses on bringing financial solutions to baby boomers, those approaching retirement and retirees.

Since 2000, we all have seen financial changes in the market impact the retirement goals of people age 50+. As a result, people today need to plan differently. Cost of living, college, medical, housing and living expenses continue to rise. How one prepares and manages financially today is more important than ever.

 

 

 

 

 


 

Meet Greg Miller: Orlando

Greg is a licensed investment and insurance professional with over 30 years of experience in the financial services industry. Greg has extensive planning, claims, management, and leadership experience with multiple companies that include State Farm, Equitable AXA, Allstate, Prudential, New England, and The Guardian. For the past several decades, Greg’s specialty has been retirement and legacy planning.

Greg’s years of experience in multiple environments has also led him to CEO his own independent company. Formally an associate news producer with WFTV Channel 9 in Orlando, Greg combines his broadcast media insight with his financial services acumen into a one-of-a-kind approach.

Greg has been married over 37 years; he is father to three daughters, and grandfather to two energetic grandsons. Greg’s hobbies and interests include travel, history, books, movies, boating, music, athletics, and people.

 

 


Meet John Ripley: St. Petersberg

John Ripley’s background includes serving as an Officer in the United States Marine Corps, earning licenses as a mortgage broker, a real estate and insurance agent, and an Investment Advisor Representative in the state of Florida. He held senior vice president positions at a mortgage firm and an international real estate and investment company, and now is a senior partner in a multi-state financial advisory firm.

 

 

 

 

 


Meet Charles Watt

Charlie Watt, Founder of Castlebay Financial, is a Financial Advisor who focuses on helping people and families navigate the financial road to retirement and the financial challenges that exist during retirement.  His long career includes extensive experience in Financial Planning.

 

 

 

 

 

 

 

 


Meet Dana Trenchfield: Miramar

Dana Trenchfield is an Author, Educator, and Safe Money Retirement Specialist dedicated to helping people navigate complex retirement decisions. With individuals living longer and retiring earlier, retirement income and protection from losses is a significant area of concern for maturing Americans.

Dana has combined her years of experience within the financial industry to create her business with a unique approach to wealth management and retirement planning that conventional advisors have never even considered.  Many advisors are focused on lining their own pockets versus taking time to educate clients to understand they don’t have to expose their retirement to market risks and unnecessary taxes.  Dana takes the time to ensure you know you do not have to live in fear of running out of money.  Nor do you need to watch your wealth drain, while paying for long term care.

 

 

 

 


Meet Len Strickler

Len Strickler is a Co-Founder of Impact Wealth Group and Founder of LS Financial Group. With over three decades of business experience and financial services knowledge, Len has guided numerous seniors as they navigate through the many options for retirement. He presents strategies for principal protection and income accumulation without market risk. As a result, not one of Len’s clients has lost money in a market downturn. His motto “Safety First in Retirement”!  Len passionately believes in treating clients as a family: always with the utmost honesty and integrity.

 

 

 

 

 


Meet Art Athanas

Art has been in the financial services industry for over 28 years, specializing in rethinking the challenges with traditional industry standards. He works closely with his clients in an effort to develop successful and tax-efficient strategies. Art has many clients seeking strategies to increase their retirement income, an action plan for purchasing real estate, early mortgage pay-offs, funding educational expenses for children, or expanding a business.

 

 

 

 


Meet Rosa Shala, CFP®: St. Augustine Beach

Saving for retirement is not something you want to leave to chance. You’ve been so purposeful and dedicated to your family, and my goal is to make sure that legacy continues. Hoping nothing else happens is not a solution. I pride myself on working with women in transition that seek the guidance of a professional. I cannot help every situation, but if there is a clear benefit for us to get together, we will begin the process of creating and implementing your new plan immediately.

 

 

 

 

 


Meet John Rivers: Boca Raton

John has spent over two decades within the Financial Services industry. He began his career as an investment and insurance representative for Prudential, eventually becoming the manager of the Boca Raton Office. John also served as the Director of Education and Training for John Hancock’s Boca Raton office and was a manager for A.I.G./American General as well as a successful producer.

 

 

 

 

 

 


Meet Thomas Brown: Orlando

Thomas Brown, Principal Owner of Thomas Financial Trust, is an independent financial professional, public speaker, and philanthropist with over 20 years of experience. Graduate of Indian River State College. Thomas transitioned into the business after he was laid off while employed in the Pharmaceutical Industry. Thomas lost all his retirement savings in the dot.com market crash and recession. Additionally, his wife Cheryl was diagnosed with a life-threatening type of cancer. Thomas had felt like an underdog at times in his life, and this was no different. Then he was introduced to the insurance and financial services business. Thomas was determined that what happened to him did not happen to other people, losing retirement savings due to market downturns and not having benefits outside a job.   

 

 

 

 


Meet Paul LeCain: St. Petersburg

Paul L LeCain, managing partner of LeCain Family Insurance and Financial Services, LLC, and has been a financial planner since 2002. I grew up in a single-parent household believing hard work pays off. After I met my wife, I started in the financial industry, who was working in the banking industry.

His practice has focused on teaching people how they can safely invest their money with a 100% guarantee of their principle, earn a very respectable rate of return, and have income guaranteed for their lifetime. So far, not one of his clients has lost money in a market downturn. With individuals living longer, retirement income is a major area of concern for maturing Americans. 

 

 

 

 


Meet Rick Maraj: Miami

Rick is the founder of The Retire Advisory Group, with several offices throughout Florida.

He is dedicated to educating retirees and those nearing retirement with the knowledge required to make an informed financial security decision. One of the major advantages Rick is able to offer his clients is his vast experience of retirement obstacles and proven methods he has gained with his 24 years of experience in the financial services industry.

 

 

 

 

 


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