We are the planning firm for safety minded individuals seeking to protect their family lifestyle, wealth and retirement income. We work side by side with our clients to achieve confidence in your secured future. Because each of our clients is unique, we customize a plan to help address your specific needs and objectives. We remain at your side to implement the right decisions in order to ensure your goals are on track!
Our team provides a hands on approach to analysis and assessment - we couple our priority of a thorough understanding of your current financial situation and goals with our knowledge, skills and experience to deliver you a successful set of recommendations for your peace of mind. Accredited with the Better Business Bureau (BBB), Carey & Associates is built on prioritizing client relationships. We believe our specific, realistic, and individualized advice will guide our clients towards the peace of mind they seek.
About Your Social Security Statement?
More and more we see folks come into the door mystified about their social security. At a social security review meeting we will identify and correct errors on behalf of our clients. We want you to understand what is available to you, and to ensure your statement reflects everything you have contributed!
We have begun conducting complementary social security reviews. Set a time to come in, and our team will request your statement, and while you wait, will discuss with you the things to answer -- what age is best to start collecting, whether you are receiving credit for all your contributions, benefits of disability vs. social security, surviving spousal benefits and much more.