Wall Street Financial Group helps clients address their financial picture using insurance products, such as fixed annuities and various investment products, to help build financial strategies. From tax-efficient strategies to investment advice to protecting assets — they cover as many bases as possible to help their clients create a strategy that supports their retirement lifestyle and long-term financial goals.
During the interview, Carl and John discuss how Wall Street Financial Group takes a different approach than many financial planning and asset management organizations because they use their fiduciary responsibility to provide solid retirement advice.
Because Social Security is a necessary part of a comprehensive retirement income strategy, there are important considerations before choosing to claim benefits. Working with a financial professional is crucial in coordinating these types of benefits.