THE RETIREMENT FINGERPRINT^® MINUTE

Insights into strategies, topics, and retirement planning questions.

Social Security

Join BML Wealth Management Advisor Anthony Serrano, CFP® as he discusses the top 3 three things that come up when meeting with clients regarding Social Security!

Investment advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Adviser. BML Wealth Management and West Wealth Group, LLC are affiliated entities. Insurance Services are offered through BML Wealth & Insurance Services, California Insurance License #0M15550.