Complimentary Webinar Presented By
Strategy Financial Group
Maximize Your Social Security Benefits For 2021
Note: Webinar times are very limited. Click "REGISTER" to reserve your spot!
Strategy Financial Group is pleased to welcome Brad White to discuss ways that you can Maximize Your Social Security Benefits For 2021 based on your own unique financial situation. Many people have paid into Social Security for thousands of hours and still don't know how to maximize their benefits based on their situation. You'll learn how to factor in other retirement income, taxes, and investments, into figuring out the best way to maximize your Social Security Benefits.
Disclosures: For informational purposes only. Strategy Financial Group does not provide specific legal or tax advice. Strategy Financial Group is not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. Please consult with the Social Security Administration or your tax or legal professional for guidance on your individual situation. Investing involves risk, including the potential loss of principal. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
Calvin Goetz
For more than a decade, Calvin has dedicated himself to helping retirees and pre-retirees attain their financial, retirement and estate planning goals. Working closely with families and individuals, Calvin develops personalized financial plans and investment strategies to help them meet their retirement lifestyle goals. Calvin is known among his clients and peers for being a solutions-driven adviser with a keen eye for detail and dedication to incomparable, personal client service. He founded Strategy Financial Group headquartered in Phoenix, Arizona, and assists clients throughout Arizona and the U.S.
Brad White, CFP®
Brad White is a Certified Financial Planner® and holds a bachelor's degree in finance from San Diego State University. Mr. White is an Investment Advisor Representative with his Series 66 license. He is also the co-host of Radio shows every weekend called “Retire Right with Epstein and White,” on radio station KOGO 600. Disclosure: Investment Advisory Services offered through Epstein and White Financial LLC, a SEC Registered Investment Adviser.