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Financial Growth Management

Financial Growth Management

A fee-only Orange County California Registered Investment Advisor. As a financial advisor, we offer investment management, tax planning, and retirement solutions.

  • About
    • Success Stories
    • Meet the Team
  • What We Do
    • Investment Management
    • Social Security Timing
    • Tax Planning
    • Retirement Planning
  • FREE FINANCIAL ASSESSMENT

Social Security Timing

As free retirement assessment, we help you understand your options for receiving Social Security and help you choose the best time to begin collecting your Social Security.

In making this determination, it is important to consider the amounts and timing of other sources of income, such as:

  • Pension Income
  • Required Minimum Distributions
  • Taxable Dividends and Interest
  • Capital gains
  • Stock Options
  • Rental Income

By taking a comprehensive approach to your financial picture, we can recommend when to begin receiving your Social Security benefits in a way that can reduce your tax bill and optimize your income.

Want to learn more about how to choose the right Social Security benefits strategy? Schedule a free retirement assessment.

GET YOUR FREE FINANCIAL ANALYSIS

Our Services: Investment Management, Retirement Planning, Social Security Timing, Tax Planning, Retirement Income

EMAIL

hello@financialgm.com

PHONE

(714) 243-4340

LOCATIONS

Serving clients nation-wide from Southern California

Learn more about this advisor’s background on FINRA’s BrokerCheck.
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