WHY OAK HARVEST

National Social Security Advisor

There are many ways to elect Social Security and integrating this decision into your overall retirement plan is a critical component of income planning. Making the right decisions surrounding Social Security planning and implementation can put additional dollars in your pocket.

Accredited by the Institute for Credentialing Excellence, the National Social Security Advisor (NSSA®) program is the only accredited Social Security certificate program in the country.

The knowledge obtained through the NSSA® Certificate Program, in conjunction with adherence to the NSSA® standards of excellence, continuing education and access to ongoing support, enables those who earn the Certificate to provide their clients with valuable knowledge and potential action advice.

Investment Advisers that earn the Certificate have the ability to benefit society by helping individuals and couples have more financial security through their retirement years by maximizing Social Security benefits.

According to our Certified Tax Specialists and Financial Advisors Houston, certain life insurance may be estate tax-free if properly organized and administered under a life insurance trust. We can help you figure out if this customized tool will be a suitable fit for your entire retirement and estate plans. The first step is a free consultation. To obtain yours, call us at 281-822-1350 or email us at https://oakharvestfg.com.