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Make an informed Social Security Decision

Let us help you compare your options.

Let us help you compare your options.

Less than 1 in 5 people have a financial advisor that is providing them with Social Security advice.1

Your choice on when to file could increase your annual benefit by over 70%2

Who We Are

An educated & experienced collaborative team. Over 100 years of collective experience. We are fully independent fiduciary advisors.

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What We Do

Going beyond investing, focusing on recognized best practices for comprehensive wealth management.

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Who We Serve

Our clients become family members. We work with executives, business owners, doctors, and especially great savers!

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Advisory Fees

We only charge for our advice. Brian & Dan's advisory fees are capped once you have $1.5 million or more under our advisement.*

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1 Social Security Consumer Survey conducted by Harris Poll on behalf of the Nationwide Retirement Institute, 2017. This survey was conducted online from May 26 through June 6, 2017, with 1012 U.S. adults aged 50 or older.

2 Nationwide as of November 2017. Based on an individual with full retirement age of 66, comparing early filing at age 62 and receiving reduced benefits of 75% primary insurance amount versus filing at age 70 and receiving credits to increase benefits by 32% of primary insurance amount.