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about steve at investsafe financial


Steven William Holland

Steve is uniquely focused on protecting and preserving his client’s wealth with safe, secure options and reasonable rates of returns**.

Steve believes that people should have at least a portion of their wealth with safe options to preserve their family’s lifestyle and legacy. He is a member of the National Ethics Association and, along with InvestSafe Financial, a member of the Better Business Bureau. He reinforces his commitment to continuing education in finding affordable solutions and safe money options, to preserve and grow wealth, all while protecting his clients from market declines.

When Steve established his business, he set out with an objective to help clients eliminate as much confusion as possible in planning their financial future. InvestSafe Financial and Steve are very diligent in helping their customers achieve their long-term financial objectives by utilizing insurance products.

Steve was raised as a Navy brat. He moved to Florida from Vermont in 2008, where he lives with his wife, Kristin, and their daughter, Jenna.


Kevin William Atkinson

Kevin William Atkinson retired after a 26 year career with the United States Postal Service (Postmaster). Kevin’s focus has always been and continues to be service.

Kevin also understands his client’s financial security and good physical health are the keys to creating an invaluable family legacy and equally important peace of mind.

Kevin moved to Florida from Pennsylvania in 2005 and currently lives in Citrus County with his wife, family and two Labradoodles (Cooper and Claudia) and his hobbies are golf and fishing.


Thomas Holland

Tom Holland moved to Florida in 1994 with a majority of his family during their retirement migration from New York. Having experienced first-hand the importance of proper retirement planning strategies for his family, Tom discovered his passion for helping others with these paramount decisions.

After college at the University of Florida and numerous jobs in the service industry ranging from Communications Technician to his own businesses in sales, he found his career as an insurance broker in 2012 uniquely focused on retirement needs. He is driven to help his clients decide the proper planning strategies regarding Health and Life insurance, long-term care needs, guiding through social programs and benefit options, and protecting principal from market risk while providing reasonable rates of return** and flexibility.

It is his goal to provide clarity and educate his clients approaching retirement, and eliminate any questions or confusion on these important subjects. In times such as these with so much change and uncertainty in the future, Tom is dedicated to helping his clients with these decisions with the same time, care, and dedication as he did with his own family.

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