I make it my mission to help my clients make more financially beneficial decisions. 

One of the most important decisions to be made is when to take Social Security. This can become surprisingly difficult, with many different facets of information and education that tend to muddle the resulting decision. 

As a Certified Retirement Counselor® and Registered Social Security Analyst®, I have worked with many of my clients in helping to simplify this decision. By evaluating the current financial plan, paired with the in-depth analysis of Social Security benefits, I am able to present the most optimal filing decision based on longevity, health, and current financial condition.

I am fortunate to have a deep familiarity with Arizona’s various pension systems, as well as information regarding any state pension that does not pay into Social Security. 

If you have questions regarding how your Social Security will be affected because of your non-covered pension, or any general filing decision inquiries, please feel free to schedule a meeting or fill out the contact sheet.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
For a list of states in which I am/we are registered to do business, please visit www.121ws.com.