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Working with a financial advisor on Social Security can be a prudent and strategic decision for individuals seeking to optimize their retirement planning. Social Security is a  complex and multifaceted system with numerous rules,  regulations and benefit options, making it challenging for the average person to navigate alone.
A qualified financial advisor brings expertise and insight into the intricacies of Social Security, helping individuals make  informed decisions about when to claim benefits, how to maximize payouts and how Social Security fits into their overall retirement strategy. 

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600 East Lyon Road

Midland, Michigan 48641


Tel: (989) 264-6636

Business Hours

Mon - Fri

8:30 am – 5:30 pm

Fax: (989) 832-4882

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