Lifestyle Planning

SOCIAL SECURITY CHOICES FOR YOUR FUTURE –                                                          FREE, LET’S TALK ABOUT YOUR  MONEY GOALS

In my many years of financial and life style counseling (2) two important lessons for attaining a HAPPY LIFE stand out. These have been borne out through decades of research by Psychologists, Financial Experts and Medical Practitioners.

TWO OF THE MAJOR PREREQUISITES FOR HAPPINESS AND FULFILLMENT:

  • BE THANKFUL AND APPRECIATIVE
  • LIVING ON PURPOSE (WHAT AM I TRYING TO ACCOMPLISH?)

My career has been dedicated to assisting clients IN PLANNING for their financial future. However I’ve always stressed, that while these are important goals, they are only components of the end result: HAPPINESS Hence a major facet of my career has been LIFE STYLE COACHING.

SOCIAL SECURITY COUNSELING

We offer one-on-one Counseling to help clients MAKE THE RIGHT DECISIONS on their Social Security Options. I have helped clients in such areas as when to begin taking Social security benefits,what benefits you’ll be eligible for, how to coordinate spousal benefits , benefits for widowed and divorced recipients. I offer advice to manage your settlement options.

WE OFFER:

  • Personal Assistance from someone with both the academic background and years of living experience
  • Unbiased assessment of your present and future Retirement financial planning
  • Securities offered through SIGMA FINANCIAL CORPORATION, Member FINRA/SIPC

TAKE ACTION:

WE’RE ALWAYS HAPPY TO ANSWER YOUR QUESTION AT NO CHARGE.