Most advisory services today do not explain the benefits of social security and 4, out 5 taking a national survey agreed that they would choose someone else to take advice from, after realizing how the retention with social security will always work in their favor. Even though the topic of social security is so complex, many advisors avoid learning and applying the knowledge of social security choosing not to even mention it while trying to help their clients feel financially secure. Well David Giertz, an advisor himself has a different perspective on how educating yourself of the specifics regarding social security and educating the client is essential when it comes to your financial planning. Evidence has shown that ignoring social security plans has countless amount of people by old age having to pay a tremendous amount of taxes, and by the time they pass away there is no money to be accounted for.
For over 30 years, he has gained plenty of experience in the financial advisor business. He has witnessed a large amount of unaware people losing profit, and many advisors not able to keep clients because of ignoring how understanding how social security really works can benefit both parties. The last thing you want to do is avoid proper planning, and as a result recieve benefits that are lower than expected, that can alter the life of yourself and your family.
What sets David Giertz apart from other financial advisors in his field is, they don’t stress the importance of social security, even from the most recognized firms in the business, but from his point of view, David is certain that the subject of social security should be taken seriously. So if you have that keen interest on how social security can improve your livelihood, taking advice from David Giertz will help you right along with securing your future.