About
Smart Money Orlando - powered by AmeriLife
Holistic Retirement Planning for Today's Retirees
Retirement today is not what it used to be—and most financial advice hasn’t evolved to match the realities of longer lifespans, healthcare complexity, tax exposure, and market uncertainty.
Our comprehensive, holistic approach... was founded to serve individuals approaching or entering retirement who want clarity, confidence, and control over the decisions that matter most in this stage of life.
Meet Tronny:
For almost 15 years, Tronny has been curating the "Holistic Retirement" approach to Retirement Planning. Tronny focuses on helping hard-working professionals and business owners—typically between the ages of 59 and 67—who have accumulated $500k–$5 million in retirement assets and are transitioning from accumulation to intentional living.
Some clients come to us needing to design retirement income. Others already have pensions, Social Security, or multiple income sources—but want confidence that everything is coordinated, protected, and optimized over time.
At AmeriLife, we don’t lead with products or performance promises. We lead with strategy—because retirement isn’t one decision, it’s a series of interconnected ones.
What We Do
MISSION
To help individuals approaching retirement make confident, informed decisions by delivering strategic, integrated planning that protects wealth, lifestyle, and long-term flexibility in an increasingly complex financial and healthcare environment.
VISION
We envision a future where retirees feel empowered—not overwhelmed—by clarity, preparation, and strategic foresight, allowing them to live longer, healthier, and more intentional lives without financial fear.
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