Upcoming Workshops

10/9/2019

Social Security Savvy: Gig Harbor

6:00pm - 7:30pm

Harbor History Museum, 4121 Harborview , Gig Harbor WA

Event Details

10/9/2019

Social Security Savvy: Gig Harbor

Join us Weds, Oct 9th for a free educational workshop where you'll learn retirement income-enhancing strategies that can help you maximize your hard-earned benefits. If you're 1-10 years away from retirement, this workshop will help you learn how to avoid common mistakes filing for benefits, how married couples can optimize their combined benefits, and how to maximize spousal survivor benefits.


     Presenter: David W. Noble, Investment Executive
    David has advanced training in Social Security benefits
    Co-Presenter: Crystal McMahon, Financial Planner and Founder


Space is limited.  Tickets available here:  https://socialsecuritysavvy-gigharbor.eventbrite.com 


This workshop and its presenters are not affiliated with the Social Security Administration. This workshop is for general education, no products will be sold.

6:00pm - 7:30pm

Harbor History Museum, 4121 Harborview , Gig Harbor WA

10/23/2019

Social Security Savvy: Poulsbo

6:00pm - 7:30pm

Kitsap Regional Library Poulsbo, 700 NE Lincoln Rd, Poulsbo, WA

Event Details

10/23/2019

Social Security Savvy: Poulsbo

Join us Weds, Oct 23rd for a free educational workshop where you'll learn retirement income-enhancing strategies that can help you maximize your hard-earned benefits. If you're 1-10 years away from retirement, this workshop will help you learn how to avoid common mistakes filing for benefits, how married couples can optimize their combined benefits, and how to maximize spousal survivor benefits.


     Presenter: David W. Noble, Investment Executive
    David has advanced training in Social Security benefits
    Co-Presenter: Crystal McMahon, Financial Planner and Founder


  Space is limited. Tickets available here:  https://socialsecuritysavvy-poulsbo.eventbrite.com 



This workshop and its presenters are not affiliated with the Social Security Administration. This workshop is for general education, no products will be sold.

6:00pm - 7:30pm

Kitsap Regional Library Poulsbo, 700 NE Lincoln Rd, Poulsbo, WA

How will you retire comfortably?

Who will pay for your future - your boss, your business, Social Security or...the Lottery? 


What if you could create a Lifetime Income Stream that acts like a pension or Social Security, would that make a difference? 

To help you reach your goals, we help you:

Invest and save for your future

Create your own personal pension

Protect your financial future

Plan for taxes*

Prepare for retirement

Our Services

Investment Management

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 Our financial advisors can help you put your money to work in a way that better matches your appetite for risk and your time horizon. By having your investments more aligned with your personality, you may be more motivated to reach those short and long-term financial goals that you've been putting off.   

Retirement Income Planning

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 In your 50's and 60's, it's even more important to make sure you're on track for retirement. We focus on helping you build a personal pension that can pay your bills and give you more of the lifestyle that you've worked so hard for.  We'll also run a Medicare and Social Security analysis, and discuss tax planning strategies that can help maximize your benefits.  

Risk Management & Insurance

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 Life can bring unexpected events that we wish we could have planned for. We help you identify the risks to your financial future, and show you how to protect yourself and your family. With life insurance or long-term care funding options from several top-rated companies we work with, you can have more peace of mind and focus on what's important.  

Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc.,  Member FINRA/SIPC and an SEC Registered Investment Advisor.     

http://brokercheck.finra.org/  

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.  We may only offer services in states in which we have been properly registered or are exempt from registration.  Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you. 


*Great Life Planning does not provide specific tax advice, please contact your tax advisor for assistance. 


Financial Advisor | Financial Planning | Retirement Planning