Customer Service is a Problem at Social Security
August 22, 2022
Have you tried to call Social Security lately? If so, this won’t come as much of a surprise – customer service is all but non-existent.
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CERTIFIED FINANCIAL PLANNER® Professional
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The purpose of financial planning is to develop objective wealth management strategies to arrange resources in a way that is consistent with your personal values. Success is not measured in performance statistics (a loser’s game) but rather in progress toward achieving personal goals – the only real-life benchmark that counts – and avoiding bad decisions.
A CERTIFIED FINANCIAL PLANNER® professional follows established practice standards established by the CFP Board, and as a fiduciary advisor, is bound to put client interests first.
James Lorenzen received his ACCREDITED INVESTMENT FIDUCIARY® from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh.
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Recent Posts
SECURE Act 2.0: RMD Age Hikes Coming?
August 8, 2022
RMD age hikes may not be the blessing you think. The question just might be who is more secure? Retirees or future government spending?
