Social Security is such a complex subject

As you look at how to optimize your financial possibilities in retirement, Social Security is just one of the pieces that can be confusing! That’s why we are offering this

FREE digital handbook …

Understanding
Social Security Benefits

When and how should you claim them?

Over 25 pages of valuable information

This detailed eGuide explains how to apply and covers timing, health, your desire to work, and other factors that may influence your Social Security Claiming decision. Presented in clear terms, without a lot of jargon, this free digital handbook was designed to help you gain a better understanding of what can sometimes be a confusing subject.

To request your complimentary digital handbook here:

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge is not affiliated with Wealth by Design. Cambridge does not provide tax advice.

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We specialize in optimizing the financial and character resources for pre- and post-retirees who are seeking expertise and wisdom with the lifestyle, liquidity, longevity and legacy opportunities and obstacles inherent in the Fall season of life.

Link to brokercheck: https://brokercheck.finra.org/individual/summary/2890740

23300 Two Rivers Road

Basalt, CO 81621

P: (970) 927-3909

F: (970) 927-7643

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Wealth By Design are not affiliated. Cambridge does not provide tax advice.

Financial professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.