Safe Money Places Agent Network
Plantation Financial Group, based in Fort Myers, Florida, specializes in financial and insurance services aimed at educating retirees and pre-retirees on effective retirement income planning. Led by founder Eric Levitt, the firm focuses on helping clients secure their financial futures through a variety of safe money strategies, including personal pension plans, fixed annuities, and wealth transfer planning.
With a commitment to protecting beneficiaries and retirement funds from high end-of-life healthcare costs and taxes, Plantation Financial Group offers tailored financial solutions designed to generate lifetime income without market risk. Their approach emphasizes the importance of individual financial education, ensuring clients make informed decisions regarding their financial well-being.
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