Meet Robert Kelly: Fort Lauderdale
Robert Kelly has enjoyed helping people across the nation protect their retirement money from market risk and high fees with safe money concepts. We are independent agents, which means we can seek out the best products from all the major carriers’ offerings, working with all the major A-rated carriers in the various fields to find the right products for our clients 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 5 children and 4 grandchildren
2073 NE 9th Ave
Wilton Manor, Florida 33305
854-568-4910 888 563-5162
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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 are able to enjoy their retirement without the financial worries that plague the retirement community.
Independent Wealth Management
13964 106th Ave N
Largo, FL 33774
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Meet Eric Hutter: Palm City
Eric Hutter, a native Floridian, is married to Laura for nearly 12 years. They are family oriented and are the proud uncle and aunt to 14 nieces and nephews. They enjoy activities such as fishing, boating, hiking, biking, and reading. Eric, an avid fisherman, participates in regional fishing tournaments and events whenever possible.
As the host of the Safe Money Radio Show and a nationwide presenter of Safe Money Concepts, Eric has enjoyed helping people all across the nation protect their retirement money. “Over the years, I have helped people of all ages protect millions of dollars in retirement assets and not one of those people has ever lost a penny from market downturns. There is something truly wonderful about being able to help people have peace of mind about their financial future.”
Eric is able to sleep at night with the comfort of knowing his client’s retirement funds are protected. It is his desire to give you that same peace of mind.
705 Wisper Bay Drive
Palm City, FL 34990
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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 help you sleep at night and give you that same peace of mind.
2670 N University Drive Suite 201
Sunrise Florida 33322
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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 made a decision 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.
4141 Robin Hood Road
Jacksonville FL 32210
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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.
Learn more about Joe
Financial Management Group
Joe Valenzuela, MBA,
Investment Advisor Representative & Federal Benefits Consultant
13837 SW 43rd Street
Davie, FL 33330
(954) 680-4088 Office
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.
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