David Giertz strongly encourages financial advisers to talk to their clients about social security. The interview of Mr. Giertz revealed that a vast majority of financial advisers are not bringing up Social Security in their planning discussions with clients. The interview also revealed that 80% (or four out of five) of people would change financial advisers if their adviser was not talking about social security.
The Social Security Handbook has around 2700 rules. The handbook is something that is time-consuming to read and comprehend at https://about.me/davidgiertz. He also explained that the rules also have a lot of complexity. It is important for financial advisers to include social security in retirement plans because it can sometimes be up to 40% of an individual’s retirement on angel.co. Also, if people turn on Social Security too early, they can lose around $1,000 a month over time.
He has over 31 years of experience in financial advising and has numerous registrations/certifications. Some of them include the following: Giertz is registered as a broker with FINRA. Brokers are the sales reps who work with larger brokerage firms. These firms buy and sell securities like stocks, bonds, mutual funds and a few other types of investment products.
Some of them include Texas, Louisiana, Florida, Georgia and Tennessee on Twitter. Likewise, he conducts business in western states including the Dakota’s, Montana, Wyoming, Washington State, Oregon and several more.