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Your Future

ur dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage

Join David Fontaine, CFP®, for an insightful webinar on Savvy Social Security Planning, designed to help Baby Boomers understand and maximize their retirement income.

This webinar reviews the following:

  • The value of Social Security and how benefits are calculated.
  • Strategies to decide the optimal time to apply for benefits.
  • How to coordinate Social Security with other retirement income sources.
  • Tax considerations to minimize taxes on your benefits.

This educational webinar reviews practical tools and guidance to secure your financial future in retirement.

Your Future


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Let us help you develop a Financial Plan to reach your financial goals, schedule your complimentary consultation appointment online or contact us at (305) 386-7667.

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Your Future

ur dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage