Clients come in to us all the time with some decisions already made like starting Social Security too early. They say “I wish I knew about you………” Sometimes it’s a lower earning spouse with a very low check who started Social Security early not knowing about the 50% spousal benefit. The second check is compromised for life. We’ve done several “DO-OVERS” for clients lately. In the video above, you can see how we dealt with this process and set up a better financial plan for our client. Questions? Email us at Hans@CardinalGuide.com, call us at (919) 535-8261, or visit our website at CardinalGuide.com. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cardinal Advisors are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this channel is provided for informational purpos
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