We are an independent financial planning firm that specializes in Retirement Income Planning. As specialists, we help clients create and implement plans that result in high probabilities of success. Our planning team is Certified in Social Security Claiming Strategies and we are uniquely qualified to help optimize your plan using Social Security income as a cornerstone. Schedule a complimentary retirement income stress test with us to ensure your plan will meet your needs.
External link for Retirement Income Headquarters of America
305 Spindrift Dr
Williamsville, New York 14221, US
Financial Planner Helping Busy Professionals Create, Implement, and Monitor Retirement Income Plans
I was recently featured in this Go Banking Rates article on Social Security Taxes. Big thanks to Laura Bogart for including my insight. I hope you find it helpful! #socialsecurityplanning #retirementincomeplanning https://lnkd.in/exFRntrK
Financial Planner Helping Busy Professionals Create, Implement, and Monitor Retirement Income Plans
Can you SUSPEND or CANCEL your Social Security Claiming Decision? Find out as Mike and I discuss on our most recent Social Security Nerds Podcast! #socialsecurity #retirementincomeplanning #financialplanning https://lnkd.in/eXXC_HbC
Financial Planner Helping Busy Professionals Create, Implement, and Monitor Retirement Income Plans
How does market volatility relate to your retirement income plan and social security claiming decisions? Mike and I discuss in our most recent edition of the Social Security Nerds podcast! https://lnkd.in/exVvPYdA
Financial Planner Helping Busy Professionals Create, Implement, and Monitor Retirement Income Plans
I was recently featured in a CNN article regarding what to look for when hiring a retirement focused financial planner. Check it out at the link below! Special thanks to Kate Stalter, Paul Curcio, and David Tony, for including my comments. https://lnkd.in/epgbEmAx
Financial Planner Helping Busy Professionals Create, Implement, and Monitor Retirement Income Plans
Honored to have been featured in a GoBankingRates piece this week as it relates to retirement. Special thanks to Emily Fowler for including my comments. #retirementplanning https://lnkd.in/emwSMP9B
Financial Planner Helping Busy Professionals Create, Implement, and Monitor Retirement Income Plans
I was recently featured in this GoBankingRates article regarding "upper class Social Security". Thanks to Nicole Spector for including my insights. #retirementplanning #socialsecurity https://lnkd.in/eHi2XWgi
Newest Social Security Nerds Podcast on the mystery of taxability of Social Security Income!
Financial Planner Helping Busy Professionals Create, Implement, and Monitor Retirement Income Plans
Check out our most recent Social Security Nerds Podcast, where Mike and I discuss how Social Security income is taxed. #retirementincomeplanning #socialsecurity Retirement Income Headquarters of America
Check out our latest "Social Security Nerds" podcast, where Mike and I discuss the oft misunderstood Earnings Limit Test! The Financial Guys #retirementplanning #socialsecurity https://lnkd.in/esmfre-2
Check out our latest podcast, where Mike and I discuss the Spousal Benefits of Social Security! https://lnkd.in/escm6hjV