Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and our background in retirement planning, we help our clients and their dependents take full advantage of their Social Security benefits. We work with our clients to develop a customized plan to help them gain financial confidence to live the full and rich life they’ve earned.


Advisors

James Barlow

James Barlow

Financial Advisor

Visit James Barlow's website

Team

Carol Palumbo

Carol Palumbo

Client Service Coordinator