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We work for you, not Wall Street!
“Our loyalty is to our clients, and that will never change. We have earned their faith and trust by looking after their best interests. You can always expect that from us. We expect nothing less than the best from ourselves.”
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Safe Money Advisory, LLC offers customized Personal Benefit Analysis that assists our clients in maximizing their benefits with certainty in their retirement plans. Our focus is to help make sure you don’t leave any stone unturned and to maximize your choices on your pathway to retirement. Leaving no stone unturned needs to include inflation, tax strategies, social security, estate planning and other considerations which help reduce the danger of running out of money in retirement. Most of your decisions are final or permanent, so choosing carefully is of the utmost importance. This strategic approach allows us to stress test your retirement plans, not only today, but into the future.
For federal employees, it's crucial you work with a consultant who has comprehensive knowledge and experience in understanding your federal benefits.​ The Safe Money Advisory team has earned the Federal Retirement Consultant℠(FRC) Designation and Certification signifying we have demonstrated a level of knowledge that you can trust.
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About Michael E. Jaspan
Michael is very passionate while teaching his unique "method" of financial literacy and education. He deeply enjoys helping his clients with the following:
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1. Truly listening and, even more importantly, hearing all about their financial goals and objectives.
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2. Asking them more clarifying and qualifying questions.
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3. Achieving the ideal personalized solution.
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Michael was born and raised in the Philadelphia area and is a proud sports fan of the Eagles, The Flyers, The Phillies and, the 76ers.
Michael, his wife Medge, and their baby fur Bisou live in Sarasota, love traveling, and are involved with many organizations throughout the community. They support Shriners Hospitals for Children, the Humane Society of Sarasota County, Femcity Sarasota, and the Diamond Collar Society. Michael is also a Lido Key Residents Association (LKRA) board member.
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Michael has 40 years of experience in the financial services industry and focuses on implementing secure, safe, and distinctive strategies to protect his clients’ wealth. Over the years, Michael has helped countless families with two of their primary financial concerns: retirement and legacy planning.
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Our Mission
At Safe Money Advisory, we believe that financial freedom starts with keeping more of what you earn and structuring your wealth for lasting success. With decades of experience in safe money strategies, we developed the Flex Method to help individuals like you maximize their wealth potential without unnecessary risks, fees, or tax burdens. Our Mission: To empower individuals and families with financial strategies that provide stability, flexibility, and financial peace of mind in retirement.