Press

Social Security Planning

Consider the following about Social Security:

 

  • Did you know that billions of dollars in benefits go unclaimed each year?

  • Did you know the Social Security office can’t provide you with election advice?

  • Do you know which Social Security election strategy will most benefit you and your family?

 

If you answered “no” to any or all of the questions above, Social Security planning from Segelke Financial Group could greatly benefit your financial future. If you’re a baby boomer approaching retirement age,taking the correct approach to benefits can be a deal breaker when it comes to lifetime income.

 

Jeff Segelke has taken the time to learn the in’s and outs of our complex Social Security system. With his knowledge, Segelke Financial Group is proud to be able to offer our clients a comprehensive Social Security plan to compliment the rest of our financial strategies. Our plan includes the following:

 

  • Side by side election strategy comparisons (available for couples, divorcees, widow(ers), and single clients)

  • Estimated lifetime benefits

  • Election strategy reccomendations

  • Integration with your existing financial plan

Top Financial Advisor South Jordan, UT, Jeff Segelke

Get Your Social Security Maximization Guide

Segelke Financial Group

Top Financial Advisor South Jordan, UT, Jeff Segelke

Headquarters 10808 S Riverfront Pkwy, Suite 351  | South Jordan, UT 84095

Phone: (801) 987-3973 | Toll Free: (877) 236-5901 | Email: info@sfgclient.com 

 

Orem Office 1145 South 800 East, Suite 110 | Orem UT • Farmington Office 262 N University Ave Drive | Farmington, Utah

©2020 by JRS Wealth Management.  JRS Wealth Management LLC ("JRS Wealth") is a Registered Investment Advisor ("RIA"), located in Utah. JRS Wealth provides investment advisory and related services for clients nationally. JRS Wealth will maintain all applicable registration and licenses as required by the various states in which JRS Wealth conducts business, as applicable. JRS Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.