Secure Your
Retirement
Planning

Our retirement planning consulting services are designed to guide you through every step of the process, ensuring that you have a solid financial foundation for your future.

Retirement Planing

Tax-Free Retirement is about knowing and using the tax laws to your advantage.

Life Insurance

Life Insurance is a tool. You need to use the right type of plan for your intended use.

Long Term Care

Long-term care insurance covers care generally not covered by health insurance, Medicare, or Medicaid.

WHO WE ARE

About Ken
Keplinger

Since 1989, Ken Keplinger has been servicing clients in Florida and across the United States. Services provided include wealth preservation and income planning with an emphasis on planning to provide the maximum income to his clients.

Ken’s mission is to see his clients secure a financially stable retirement in an ever changing world. His retirement seminars have been widely attended. Ken has worked with many families to protect their estate values. His clients include active and retired FRS members and small business owners.

Ken Keplinger

FOUNDER

Years of Experience
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Happy Clients
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Assets Under Management
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Discover The Power of Retirement Planning Service

Ken’s mission is to help his clients secure a financially stable retirement in an ever-changing world.

Your Benefits

Our Goal on
Safe Money Steps

In 1987, Ken received a BA from Temple University. Ken has been licensed with the Florida Department of Insurance since 1989. He is licensed in many other states too. To keep abreast of current changes and accuracies in financial planning, Ken takes courses on an on-going basis.

Ken’s services encompass many aspects of an overall balance of financial planning: