Social Security Advisor Offers Crash Course in Benefits

BUSINESS News:

Jesse Travis with Fusion Advisors in San Antonio, Tex. has achieved National Social Security Advisor (NSSA) certification from the National Social Security Association LLC in Cincinnati.

The certification allows Travis to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income and he will be visiting the Los Alamos area to conduct educational seminars on the topic March 21-22.

Travis specializes in retirement planning and educating clients and their families on how to plan and save for their future.

Jesse Travis

“More and more people are getting closer to their target retirement date,” Travis said. “With Social Security being such a big part of most individuals’ retirement budgets, it’s important that their advisor be able to educate and guide them on the various options available and different strategies that may yield drastically different long-term benefit payouts.”

The NSSA program includes extensive training and prepares professional advisors for the myriad of questions that their clients are asking. Also, with this training, advisors can guide their clients through the many Social Security options that are available. NSSA advisors are uniquely qualified to help the growing numbers of baby boomers. The program is believed to be the only one of its kind in the nation and Travis is one of the first financial professional in Texas to earn this designation.        

The National Social Security Advisor program was created by CPA, Marc Kiner and Jim Blair, a 35 year veteran of the Social Security Association.  With 10,000 Baby Boomers turning 65 each day in the U.S., Kiner and Blair, believe that advisors must be educated regarding Social Security. There are 72 million Baby Boomers nationwide. Boomers are people born between 1946 and 1964.

 “For more and more people, Social Security is going to provide an important part of their retirement income,” Blair said. “NSSA advisors are passionate about helping retirees optimize their benefits over the rest of their lives.” 

Travis will be visiting clients in the Los Alamos area and will be conducting an educational seminar entitled “Social Security – Crash Course in Benefits, What Everyone Should Know.”  The seminar is about an hour long and covers various enrollment strategies for individuals, couples, widows, and divorcees.

The focus of the material is based maximizing your retirement benefits utilizing such strategies as “file and suspend” or “restricted applications.”  The seminars are free of charge and will take place at 5:30 p.m. Friday, March 21 and 10 a.m. Saturday, March 22 at Fuller Lodge in Los Alamos.  

For more information, call Travis at 214.926.0770.

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