This is typically a one hour meeting to learn more about you, your family and retirement goals. We will discuss Social Security Claiming Strategies, as well as Income and Asset Allocations.

Your Agenda

Discuss Recommendations for Social Security Claiming Strategies, Retirement Income Plan, Legacy Plan and Long Term Care. Gather information necessary to implement plan.

It's time for your "check up from the neck up." Let's review your plan...

At this meeting we "cross the T's and dot the I's. We make sure all of your data is correct and review the contract. Finally, we plan for our next annual meeting.

One hour class on the "nuts and bolts'" of Social Security Claiming Strategies, Spousal Benefits, Widows Benefits, and Benefit Taxation. The Garden Room at the South County Chamber of Commerce Feb 27 at 6:00

One hour class on the "nuts and bolts'" of Social Security Claiming Strategies, Spousal Benefits, Widows Benefits, and Benefit Taxation. The Santa Maria Public Library, March 18 at 6:00

One hour class on the "nuts and bolts'" of Social Security Claiming Strategies, Spousal Benefits, Widows Benefits, and Benefit Taxation. The Santa Maria Public Library, March 19 at 6:00