Special Notification

INCOME SOLVER ADD ON: Take a look at our Award-Winning software - Income Solver - 2019 Icons and Innovators Award by Investment News. Income Solver looks at tax-efficient distribution of your client's retirement assets, coordinated around their Medicare and Social Security. Moving away from rules of thumb like conventional wisdom, our tool gives you the power to assess and create a more personalized plan for your clients. Does your current software help you differentiate from other advisors in your area? Visit the WEBSITE to learn more.

ONLINE FILING ASSISTANCE: We are now offering online filing assistance for your clients. We walk your client through online filing to execute the strategy that you have create with them, assuring accuracy and confidence for your client. Reach out for more details help@socialsecuritysolutions.com

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