Social security is an important financial tool that employees have at living better lives once retirement catches up with them. Since this is true, most financial advisors are not taking this valuable tool seriously hence making their clients suffer huge loses. David Giertz shares these sentiments during an interview with WSJ Wealth Adviser Columnist, Veronica Dagher in 2014.
According to Mr. Giertz, financial advisers need to pay attention to the importance of social security in retirement and discuss it with their clients before making any financial plan. Mr. Giertz goes ahead and quotes the National Financial Retirement Institute research that found out at least 900 social security consumers aged above 50 years were never consulted about their financial investments by their advisors on moneytips.com. From a social financial advisor’s perspective, Mr. Giertz noted that discussing social security with an investor will greatly help you retention the services of your client.
Mr. Giertz social security pieces of advice are guided by the 2700 rules from his handwork. For a man with his experience and qualifications, David Giertz agrees to the fact that investing is social security is not an easy process as many people would think, rather it takes an in depth and understanding of the industry and building confidence on the financial rules. By doing so, financial advisors will help their clients make good investment plans as they are also an integral part of the retirement planning process.
About Mr. David Giertz
David Giertz is the current President of Nationwide Financial Distributors Inc. specializing in helping employees make sound retirement plans with their social security funds on soundcloud.com. Mr. Giertz holds a degree in BA from Millikin University and an MBA from the University of Miami. The well-established financial advisor started his career in 1988 at Skokie Federal Savings and now enjoys more than 29 years of experience.
Over the many years of active investment, Giertz has helped many retiring employees make the most of their social security funds with his specialty being; investments and future financial retirement planning at https://vimeo.com/davidgiertz.