Ron Anno began his career over thirty years ago in the insurance business. Starting as a Field Salesman at United Insurance Companies Inc., he very quickly rose through the ranks to a Senior Manager and was recognized as #1 National Manager of the Year.
Mr. Anno was Co-Founder and eventually sold his interest in NT Securities, with offices in downtown Chicago at the Chicago Board of Trade. NT Securities serviced clients in over 50 different countries. He served on the Board of Directors and as a Consultant to Fiji Trading Company for over seven years and served as President of S.C.O.T. Financial Services Inc. for over fourteen years. Ron has passed the Series 63 and 65 securities exams.
As a financial advisor and speaker, Ron is taking a different approach to financial guidance by working, when possible, with his clients' attorneys and accountants creating tax favorable investment plans. "After more than 30 years in the business as a financial advisor, I've had an opportunity to see what works and most importantly what doesn't when it comes to creating a financial plan. My main focus when creating a plan is to help my clients achieve their financial goals of not outliving their money during retirement.”
Ron lives in Sarasota, Florida with his wife, Debra. They have three beautiful adult children.
Debra worked for the University of Pittsburgh early in her career as the Data Manager for a research grant on Angioplasty. After moving to Florida and while raising three children, she started to work in the insurance and financial services industry. Debra had oversight of an office of more than 60 field agents based out of Clearwater, Florida. She processed business for the number one health and life division office in the United States – within the company to which she was employed. She now works as a Licensed Assistant to her husband, Ronald Anno.
Denise is originally from New York. During her career in New York, she worked for Orange County Probation Department and Orange County Sheriff’s Office for over 11 years. Denise moved to Florida in 2015, and over the last four years she has worked in the financial services industry with extensive experience working with Financial Advisors and has worked with various custodians, such as Schwab, Fidelity and TD Ameritrade. In February of 2018, Denise joined the team and began working with Ronald Anno as his Office Manager. Denise is the mother of 24-year-old twin daughters, Tara and Danielle. Denise lives in Port Charlotte and during her spare time she enjoys sitting poolside or going down to the beach.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Retirement Planning and Investment Solutions LLC are not affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Safe Money Financial Solutions LLC is our name and it does not promise or guarantee investment results or preservation of principal. Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Retirement Planning and Investment Solutions LLC is not affiliated with the US government or any governmental agency.
The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence. 716469
Copyright © 2018 Retirement Planning & Investment Solutions LLC - All Rights Reserved.