Do you know about the wonderful and talented David Giertz? He is an American financial advisor for the National Investment Services Corporation. In an interview, David Giertz was a little concerned about people not knowing about their social security situation. Advisors need to speak to their clients about social security. According to a survey from the Nationwide Financial Investment Institute, advisors are not talking to their clients about social security.
It is very important for advisors to talk about social security to their clients because that is their proper responsibility. About 4 out 5 clients will change and move on if advisor does not talk about social security or anything that is in the social security handbook which includes 2700 rules on soundcloud.com. If client turns on social security too early, they can lose up to $300,000 over 25 years. It is very important for a client to optimize their retirement income.
Now on to David Giertz, he is a veteran financial advisor and has been working mostly for Nationwide Investment Services Corporation which is located in Dublin, Ohio. Giertz has way over 31 years of experience as a financial advisor and he has passed 4 exams. In 2013, he became President of distribution and sales of Nationwide Financial Distributors. David Giertz is registered with F.I.N.R.A. as a broker. As a broker, Giertz has to deal with buying and selling securities such as stocks, bonds, mutual funds and other related transactions. As a financial advisor, Giertz has to register with each state where he will do business. Some of these states in which Giertz has and active registration is Nevada, Washington, Texas and Oregon.
Giertz is a little worried for people and how they use their social security. He keeps expressing and telling people that many clients who are approaching retirement or already retired have huge misconceptions about social security at https://about.me/davidgiertz. The aftermath of not knowing the proper knowledge can lead to either unexpected taxes for retirees or have less income. Griertz uses a lot of his time and is definitely passionate about telling his clients to create a retirement income plan which includes having the most out of your social security benefits.