Broker Check

9 Facts About Social Security and more

Your Future

Our first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your perspectives and goals, and understand your tolerance for risk. For decades I have shared open and honest communication with clients which served as the cornerstone foundation of our success.

As an aside, this site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer

Here  I Spearhead Social Security As The Topic For Discussion In Terms Of Making Social Security Work For You.

In my initial introduction to this topic, I want to suggest there are some things surrounding Social Security that may surprise you. In fact, we'll look at a number of things with respect to Social Security that will likely reveal just how much you really know about the topic; for example:

1) Do you know the size of the Social Security Trust Fund?

2) How long do you have to work to be eligible for its benefits?

3)What percentage of current retires depend on Social Security as a major source of retirement income?

4) What are Social Security benefits based on during a lifetime of work?

5)What did the first recipient receive as a social security benefit?

Find Out these answers and more, here