Kathryn L. Fitzgerald, MSFP, CFP®

Financial Planner,
Financial Services Representative

CA Insurance Lic. 0A40771

Planning for Social Security

Nine out of ten people age 65 and older are receiving Social Security retirement benefits, and for 32% of them, it represents 90% of their income*. How and when to begin this income is one of the most important decisions many people make concerning retirement. Thousands of people are making their decision every day, yet most of them don't know what their options are.

The Social Security Adminstration is staffed with very well trained and knowledgeable employees. The staff answer questions accurately; however, they are instructed not to give advice. Their job is not to advise, but to answer questions and implement decisions.

If someone does not know their options, they won't ask about them, and therefore will not be told about them. Learning and considering their options is a brief, but essential phase of retirement planning. A wrong decision, unless it is corrected within a year, continues for life!

Choosing the right option for you and your spouse of partner can mean tens of thousands of dollars more for you in retirement. Doesn't it make sense to learn about these options for you?

Contact me for an appointment to review your options.

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Contact Information:

Napa Financial Strategies and Insurance Services

1700 Soscol Ave. Suite 24
Napa, CA 94559

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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