Brian Keith Moon
Brian is a Registered Social Security Analyst and a Certified Financial Fiduciary. He earned a Certificate for Financial Planning from Boston University in 2007 and has over 24 years of financial industry experience, he has previously worked with institutions such as AIG, Edward Jones, BrokersXpress, ISC Group, SCF Investment Advisors Inc and Crown Capital Securities.
He was privileged to ring the closing bell at the NASDAQ stock exchange in 2013 due to being nominated for the Community Service award by the ‘Invest in Others’ foundation. Additionally, Brian has been the recipient of many industry awards. Brian was interviewed by magazine, ‘Think Advisor’ about his status as a Registered Social Security Analyst. Brian carries the series 7, 66, 63, and 24 securities registrations. Brian hosts the ‘Toro Bravo Retirement Income show’ that plays at NewsTalk AM 940 on Saturday and Sunday morning at 8-9 am. With his co-host they talk about Social Security, Finance, local interest topics in addition to compeling interviews. Brian has also been involved in philanthropy and civic activities with the Hale Center Emergency Medical Services (EMS) and in prison ministry
at Formby prison.
Brian previously fundraised and successfully applied for grants on behalf of the Hale Center EMS raising more than $220,000 and sat on its board of directors. (He concluded his board chair in 2013)
Most People Leave Money on the Table
Very few people get all the Social Security they deserve.
The average household is losing $111,000 in potential income.
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.