Learn How to Claim Social Security
Jason has created “Learn How YOU Can Claim Social Security to Maximize Your Benefits” to help guide you through the important questions you need to answer before deciding when and how you’ll claim your Social Security benefits.
Learn What to Take with You When You Meet with a Retirement Planner
Jason share the five things you must do before your first meeting with a retirement planner. Gathering your important financial statements is one of those vital steps. This checklist will help list out all the different accounts you may have, so you won't miss a thing. *This is the same checklist we send out when someone requests a complimentary consultation!