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What You Need to Know About Social Security

Submitted by Wealth Manager Group - Providing Clarity in a Complex World on September 21st, 2015

What You Need to Know About Social Security

Social Security was never intended to be an income source that could support you in retirement. Rather, its sole purpose was to provide a safety net for people who were unable to accumulate sufficient retirement savings. For more than seven decades, the majority of Americans never gave much thought to their Social Security benefits – it was nothing more than a box they checked when it was time to collect. Today, an increasing number of people are starting to pay attention to their benefits, and Social Security Planning is becoming a vital element in securing a lifetime income.

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Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. Matthew Luckham offers additional advisory services through Wealth Manager Group, LLC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, IL, MD, MI, MO, MT, NC, NV, NY, OH, OR, PA, TX, VA & WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. 

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.

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