Jeremy Francioli is a personal CFO/Financial Advisor with Invst a SEC registered investment advisor and holds his Securities licenses with PKS investments.. Jeremy attended the University of Wisconsin Steven Point and received his undergraduate degree in Business Administration with a minor in Spanish. In furtherance of his education, he attended Marquette University where he received his Masters Degree in Business Administration (MBA) with an emphasis in Finance. Jeremy became a Certified Investment Management Analyst (CIMA) designation through the Investment Management Consulting Association from the Wharton School of Business.
Jeremy is actively working in the financial service industry over 23 years. Jeremy holds securities licenses Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Investment Advisor Law) licenses. Jeremy is also a Registered Social Security Analyst (RSSA) and has extensive training and knowledge on social security claiming strategies.
Jeremy is also an Enrolled Agent tax professional. An enrolled agent represents taxpayers before the Internal Revenue Service (IRS), including preparing individual and business income tax returns. Enrolled agents, like Certified Public Accountants (CPAs), are generally unrestricted as to which taxpayers they can represent or what types of tax matters they can handle. In addition, Jeremy holds an Active Florida Real Estate Sales Associate License and his Life, Health and Variable Annuity Insurance License.
Jeremy has taught numerous seminars at conferences and events to financial advisors, tax professionals, investors on the topics of Private Equity, Private Debt Investments, Real Estate Investment Trusts, 1031 Exchanges and Delaware Statutory Trusts (DST), Social Security and Financial Planning.
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.