Free Retirement Planning Book!
Your Personal Financial Help Center, Special Retirement Edition
by Bruce Sankin
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This book will tell you:

• How to maximize your Social Security benefits.
• How to choose the right annuity for your retirement.
• How Long Term Care Insurance can help protect your hard earned money in case of illness.
• How to protect yourself against Identity Theft.
• What to look for in Life Insurance.
• What you should know that could save you money! and much more.

GET YOUR FREE E-BOOK

Kelly J. Carter - National Social Security Advisor Certificate Holder

Helping pre and post retirees with their Social Security options!

Specialize in educating clients about their Social Security claiming strategies. Choosing the best time to begin taking Social Security benefits can help maximize your financial needs and retirement goals.

We can Help You in the Following Areas

• Reverse Mortgage
• Social Security
• 401k
• 403b
• Annuity
• IRA
• TSP
• Retirement
• Long Term Care

• Tax
• Financial
• Final Expenses
• Life Insurance
• Medicare
• Disability Insurance
• Property and Casualty Insurance
• Employee Benefits
• Elder Care

Helping retirees to understand and maximize their Social Security benefits using sophisticated Social Security strategies.

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We are experienced providing a diverse array of financial and non-financial services to address the individual needs of each client. We have taken advanced training and education relating to Social Security benefits and can assist with your unique situation.

Our mission is to educate, inform and empower clients by providing thoughtful and experienced guidance. To build a relationship that will help clients address their financial goals and enjoy the future. Help clients to understand and maximize Social Security benefits using sophisticated Social Security strategies.
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Our goal is to provide unique Social Security strategies that will align with your retirement and income needs.