Million Dollar Praise from Million Dollar Producers


I first met Scott and Steve in December of 2006. I hadn't written an annuity contract for 2 years. In January of 2007 I wrote a contract for $470,000. These guys really know what they are talking about. They have great ideas to get deals closed and are always available with a phone call. They have added at least $100,000 to my income every year since our relationship began. I highly recommend them.
Mike D.  Sarasota, Fl

I became associated with Safe Money Strategies earlier in 2009 and would have to say my association with them has been nothing short of spectacular. All the people in the organization are top notch and really care about each advisor reaching their objectives.  It is refreshing and enjoyable in this day and age to have Safe Money Strategies working for me!

 Bill S.  Naples, Fl


I have been in the business since 1981 and been associated with a number of FMOs. Steve and Scott are great sounding boards to bounce ideas off when you are planning a case.  Both are knowledgeable and understand both sides of planning: insurance and securities.  It has been my pleasure to be associated with them these last few years.

 Blake N.    Tampa, Fl