Fiduciary Financial Advisors For Those On Social Security

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We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Social Security

  • Financial Advisor Close to Social Security

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value Of A Retirement Financial Advisor For Those On Social Security

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find A Fee-Only Financial Advisor For Those On Social Security

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
  • This field is for validation purposes and should be left unchanged.


Top Financial Advisors Serving Those On Social Security

Financial advisors are money management experts that can help you get your finances on track. They have high-level experience, training, and knowledge about all the complexities and vagaries of the market, and many also have special insight into the unique needs of different demographics.

Our advisors have years of experience helping clients maximize their social security. If you feel that your finances are becoming too complex and difficult to manage on your own and are concerned that you could be getting more from your social security, our advisors can help.


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Social Security Financial Advisor FAQs

Financial advisors are able to accommodate many different pay structures, depending on your needs and limitations. Most commonly they charge a percentage of your assets under management, but your advisor may accept a flat rate or hourly fee structure instead.

Financial advisors help you get the most out of your money. They are qualified to oversee and manage a range of financial vehicles that work together to bring you additional income, reduce your debts, and secure a prosperous financial future.

If you have any friends or family on social security that use an advisor, asking them for a recommendation is a good place to start. Otherwise, the internet is a great place to find and compare many different firms and individuals quickly.

Once your returns exceed your advisor’s cost, they may simply withhold their salary, saving you both the trouble of a transaction. Until then, they may ask you to pay directly through check, money transfer, or another method.


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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.