(844) 977-0823
AN EDUCATIONAL workshop designed to help you maximize your benefits.
Why 62% of Retirees Regret Taking Social Security at Age 62... and How to Know When is Right For YOU.
The Most Powerful Claiming Strategies Available Today to Help You Maximize Your Social Security Benefits.
The Most Common Social Security Myths that Cost Retirees Tens of Thousands of Dollars in Lost Benefits in Retirement - And How to Avoid Falling For Them.
How, When, and Why Your Social Security Benefits May be Taxed, and How to Avoid Having Up to 85% of Your Benefits Subject to Taxation.
How Social Security Works With Your Other Income Sources and Assets to Generate a Retirement Income You Cannot Outlive.
Marital Status Considerations
Social Security Maximization Strategies For Single, Married, Divorcees, and Widows.
The Power of Spousal Benefits... How to Qualify These Additional Benefits, Even if You’re Divorced!
How Trump's Promise to Eliminate Taxes on Social Security Income May or May Not Come to Pass, and How to Plan Accordingly
30 Trevanion Road, Taneytown, MD 21787
Wes lindquist
Wes Lindquist is a recognized Retirement Planner, Financial Educator and Speaker on the topic of wealth management and retirement planning. Wes is a licensed FINRA Series 7, Series 63, and Series 65 qualified investment advisor.
With years of experience in his field, Mr. Lindquist is teaching these workshops as a community service in the Howard County, Baltimore County, Carroll County, and Anne Arundel areas to help guide families through their retirement financial planning.
With access to sophisticated Social Security strategy planning software and cutting-edge financial planning software, Mr. Lindquist and his team offer complimentary counseling
to all workshop attendees so that they may develop a strategy towards achieving reliable lifetime income.