Tracy Wells, Investment Advisor Representative and Financial Planning Specialist, has achieved her National Social Security Advisors certificate from the National Social Security Association LLC in Cincinnati.
The NSSA certificate promotes advanced Social Security education, providing Tracy with the knowledge to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income. The NSSA program is the gold standard in Social Security certification and training in the nation.
Tracy specializes in designing customized retirement plans to help clients maximize their Social Security benefits and creating budgets that help clients reach their goals. Since every situation is unique, Tracy is passionate about helping each individual or couple make an informed decision regarding their social security strategy because of the impact it can make on their retirement plans.
If you have questions about your Social Security benefits, please feel free to contact Tracy.
