We offer premium social security planning for you and your spouse FREE of charge as a relationship building tool for all in the community. Taking all recent law changes into consideration we will tailor a plan personally for you. We’re here to help! Email Debbie today!
We will explore various spousal claiming strategies.
We can adjust many variables and analyze the different outcomes for you personally.
We will generate a personalized report for you to keep.
If you have any questions about Social Security please let us know!
Investment Advisory Services are offered through investment advisor representatives of Wagner Financial, a Federally Registered Investment Advisor.
Office: (805) 339-0760
Fax: (805) 339-0793
196 S Fir St, Suite 140
Ventura, CA 93001