Straight Forward Guidance On Social Security Benefits
MY SOCIAL SECURITY BENEFITS
Explore Your Options. Coordinate Your Benefits
Know the rules to avoid making a potentially costly and irreversible mistake!
THERE'S MORE TO CLAIMING SOCIAL SECURITY THAN YOU MAY THINK
A WELL PLANNED STRATEGY COORDINATES RETIREMENT, SPOUSAL, AND SURVIVOR BENEFITS
Over 70% of the 37.9 million retired workers voluntarily receive reduced lifetime benefits.
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A recent study suggests that over $10 Billion in unclaimed Social Security benefits resulted from claiming early.
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There are many ways to claim Social Security benefits,
and you could forfeit tens of thousands of dollars if you make a mistake.
EDUCATIONAL WORKSHOPS
Instructed by a Certified Financial Educator (CFEd)
The CFE Certified Financial Educator® or CFEd®, is a FINRA recognized designation that is registered and offered through the Heartland Institute of Financial Education, a 501(c) (3) national nonprofit. This prestigious and one of a kind designation is awarded to individual professional practitioners who have knowledge in the field of financial services as well as Experience in the area of teaching or instructing adult learners.
GET ANSWERS TO YOUR QUESTIONS!
Have a particular question or challenge you’re trying to deal with? It doesn't hurt to ask for assistance.
Address:
7040 NE 14th Street, Suite 103, Ankeny, IA 50021
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