David Giertz understands the importance of social security in financial planning

Social Security is a complex system with complex rules, yet every American over the age of 65 deals with the system. Sometimes they use it as a supplement to their current income. Other times, it becomes a person’s only income. When a person says they are on a fixed income, they often mean they are on social security retirement benefits. David Giertz does not often deal with the latter, but he often deals with the former. The head of Nationwide Investments make sure that his financial planners discuss social security benefits with their clients. His competitors prefer to avoid this all together because of the organizations complex rules, according to the French Tribune.

 

David Giertz knows that his clients need to know how their social security benefits will fit into their long term plans. The organization’s few hundred dollars a month may seem like a small amount to some people, but as with anything else, it adds up over time. The funeral benefits the organization provides families also need to be discussed. However, the social security funeral benefits need to be discussed in funeral planning, and even though someone has reached retirement age, that does not mean they want to plan for their funeral right away. They still need to have many more adventures.

 

Giertz has worked with Nationwide Financial and Nationwide Insurance for many years. The 52-year-old veteran of the business world has seen many ups and downs. He knows how to plan for market downturns and how to make the most of a bull market. While few people can access him directly, many of his financial advisers benefit from the wisdom he provides. An investor can to the same by working with the Nationwide Financial group. https://about.me/davidgiertz

Leave a Reply

Your email address will not be published. Required fields are marked *