How to Claim Social Security Flowchart

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.

Document Checklist for When You Meet a Financial Planner for the First Time

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!

Click here to download the First Meeting Document Checklist.