Here for the Benefits

The age you collect your social security could increase your benefits by more than 70%, affecting the rest of your life.

Don’t you want to make sure you do it correctly?

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Social Security Professional Mary Beth Franklin, as she breaks down the things you need to know in order to maximize your benefits!

Click here to listen to this week’s program.

COVID-19 Update from Heather Lindsley:

At Guided Path Financial Services, the safety of our clients, our employees, and our community is our top priority.

It is with that priority in mind and in consideration of the “Safer at Home” order released from the Wisconsin Department of Health Services that the office is closed to the public at this point in time.

We are still available by phone or email to answer any questions or concerns.  It is our privilege to serve you especially during these challenging times. Please call my cell phone at 920.609.7844, the office at 920-405-8549, or email me at  hlindsley@woodburyfinancial. net.  

Although we will conduct business a little different during this time, we are here to help and we are open for business! Stay safe and healthy!

For more information, contact:

Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning