The Team

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Michael E. Jaspan
 Co-Founder

Michael is specialized in financial literacy. He helps his clients with retirement and whole life planning. He has a holistic approach.

Michael was born and raised in the Philadelphia area. He is a proud Penn State Alumnus. As a lifelong Philly resident, he is involved with many organizations throughout the community, including supporting Shriners Hospitals for Children and the Masonic Children’s Home. Michael has over 30 years of experience in the financial services industry and focuses on implementing secure, distinctive strategies to protect his clients’ wealth. Over the years, Michael has helped countless families with two of their primary financial concerns: retirement and college planning. In 2015, Michael joined a team of advisors offering a safe and predictable outcome for your retirement.

To achieve your financial goals when planning your retirement, it’s crucial you work with a consultant who has comprehensive knowledge and experience in 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.

To remain as FRC℠ professionals in good standing listed on FINRA, we must adhere to an established Code of Ethics and mandatory continuing education plus yearly testing.

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Michael E. Jaspan
 Co-Founder

Michael is specialized in financial literacy. He helps his clients with retirement and whole life planning. He has a holistic approach.

Michael was born and raised in the Philadelphia area. He is a proud Penn State Alumnus. As a lifelong Philly resident, he is involved with many organizations throughout the community, including supporting Shriners Hospitals for Children and the Masonic Children’s Home. Michael has over 30 years of experience in the financial services industry and focuses on implementing secure, distinctive strategies to protect his clients’ wealth. Over the years, Michael has helped countless families with two of their primary financial concerns: retirement and college planning. In 2015, Michael joined a team of advisors offering a safe and predictable outcome for your retirement.

To achieve your financial goals when planning your retirement, it’s crucial you work with a consultant who has comprehensive knowledge and experience in 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.

To remain as FRC℠ professionals in good standing listed on FINRA, we must adhere to an established Code of Ethics and mandatory continuing education plus yearly testing.