Social Security Planning

Making decisions about your Social Security benefits can be difficult, especially if you don’t understand all of the rules and consequences. At Ramsay & Associates, our professionals can answer all of your questions about when you should take Social Security, how to take it early and what that means for you in the long run.

There are many variables that go into Social Security Planning. If you aren’t aware of or don’t understand how these variables will affect your benefits, it could end up in reduced benefits received. Throughout your life you have earned your Social Security benefits, take the time to do a little planning do you get what you have worked so hard for and deserve.

 

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Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

For more information please contact
Rich Ramsay at Rich@RamsayWealth.com

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Ramsay Wealth Management and JWC/JWCA are unaffiliated entities.

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