Financial Wellness – Social Security Basics

Welcome to Focused Wealth Management’s Financial Wellness Series. Charles Yarnold, AIF®, Managing Director of Retirement Plan Services, and Ryan Swanson, AIF®, Vice President of Retirement Plan Services discuss Social Security Basics.

If you have any questions regarding Social Security Basics email rswanson@focusedwealthmgmt.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-2193.

Focused Wealth Management • Fiduciary financial advisors serving Orange County, New York