Social Security Retirement Benefits Name(Required) First Last Email(Required) PhoneCAPTCHA What’s Inside Social Security and your retirement plans Your retirement benefits Family benefits What you need to know when you’re eligible for retirement benefits A word about Medicare Your FREE PDF E-Book is waiting for you. Just complete the form above! Request an appointment To request your appointment you can fill in the contact form or call us. (941) 355-4362 Contact Us About Us Financial Services Insurance Services Resources Educational Videos Downloads BLOG NET UNREALIZED APPRECIATION AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAGMay 16, 2024By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: I need guidance on a new client with the […] WHAT YOU NEED TO KNOW ABOUT COMMUNITY PROPERTY AND YOUR IRAMay 15, 2024By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport What do you get when community property mixes with your IRA? […]