Austin Adams, RSSA®, CRC®

Financial Advisor

Active

LPL Financial
7500 E Pinnacle Peak Rd Ste A-104
Scottsdale, AZ 85255, US

602-499-3345

Professional Profile

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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.

Upcoming Events

Medicare & Social Security Workshop

Thursday, June 13, 2024 4:15 PM PT

Georgia T Lord Library, 2nd Floor - Innovation Hub (1900 N Civic Sq, Goodyear, AZ 85395)

Description:
Click the registration link to RSVP for our upcoming workshop

Register

Medicare & Social Security Workshop

Monday, June 17, 2024 4:15 PM PT

Georgia T Lord Library, 2nd Floor - Innovation Hub (1900 N Civic Sq, Goodyear, AZ 85395)

Description:
Click the registration link to RSVP for our upcoming workshop

Register

Medicare & Social Security Workshop

Wednesday, June 19, 2024 4:15 PM PT

Georgia T Lord Library, 2nd Floor - Innovation Hub (1900 N Civic Sq, Goodyear, AZ 85395)

Description:
Click the registration link to RSVP for our upcoming workshop

Register

    Contact Me

    Real Stories from Real People

    Most People Leave Money on the Table

    96%

    Don't Optimize

    Very few people get all the Social Security they deserve.

    $111,000

    Is Lost

    The average household is losing $111,000 in potential income.

    1 Chance

    To Claim

    Social Security gives you one chance to get it right – forever.

    Maximize Your Benefits

    Discover important information for your situation.

    Disclaimer: 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.