Over 60 years of combined experience . . .

Stephen M. Brotz

Stephen M. Brotz Stephen M. Brotz is a co-owner of Safe Money Strategies. Steve also co-founded Money Advisors Group, an independent Financial Planning firm. Steve has over 24 years experience as a Financial Advisor and has taught hundreds of seminars on successful retirement strategies. He has extensive media experience co -hosting the Money Advisors TV show for over 7 years, and had his own radio show on WHNZ 1250 AM. He has also been interviewed for a number of financial publications, including The Maddux Report and Florida Trend.

Scott S. Harris, CFP

Scott S. Harris, CFPScott S. Harris is a Certified Financial Planning Practitioner and a co-owner of Safe Money Strategies. Scott has over 25 years experience as a Financial Advisor. He is one of the founders of Money Advisors Group, an independent Financial Firm. Scott has appeared as a special guest on the Bay News 9 Financial Report and also co-hosted The Money Advisors TV show. Scott has developed a number of successful retirement planning workshops and has had his own radio show on WHNZ 1250 AM in Tampa.


Taking Your Business to New Heights

We have to our credit vast real-world experience in managing our own practices. We have personally sold over $100 million in annuities that has generated over $13 million in commissions in the last decade. We will share our successes and challenges with you so you can learn from our achievements and benefit from our experience.

A Customized Approach

We do not take a one size fits all approach with our Advisors. We will consult with you individually to find out what is the most important next step for the growth and development of your business. We understand that you have unique talents and will consider these when we develop a customized business plan for you.

Proven Sales Strategies

The approaching retirement of the 78 million Baby Boomers offers a once in a lifetime opportunity for Financial Advisors. We have developed effective sales strategies so you can access this lucrative Baby Boomer market. Our easy to understand point-of-sale presentations will add to your success in penetrating the growing IRA and 401K rollover markets.

The Best Indexed Annuity and Life Insurance Options

We offer you the most competitive Indexed Annuity and Life Insurance products from all the top carriers. Our specialty is researching the various Annuity and Insurance options for your particular case to find the best solution, saving you time and helping you close more sales.