David Giertz is a social security advisor who advises clients on how to smoothly go about their retirement. However, the issue of social security advising has been avoided by many advisors.
According to a survey carried out by David and his team through the National Retirement Institute, some reasons that could be leading to ignoring of the topic by the advisors include the rules involved in the social security handbook. They are a lot to comprehend as they add up to 2700.
Other advisors fail to talk about social security since the retirement process consumes a substantial amount of their money as they are part of the process. They can lose a lot of money in a year and to avoid the loss, they chose to avoid the issue altogether.
David continues explaining that talking to the client about social security on an early time inconveniences the advisors’ financial status thus they chose not to advise their clients early. For them to agree to do this their clients must be earning a high social security income that will enable the advisors to start the process early and if not the process gets delayed. According to David’s survey the delay leads to lack of satisfaction by clients making most of them to want to change their advisors.
Currently, David Giertz serves with the National Investment Services Corporation as a financial advisor. He offers individuals with portfolio management advisory services charging them in asset percentage. Having passed 4 exams and with an experience of more than 31 years of, David has several registrations. He is a registered Broker with the FINRA and as a registered broker, he trade shares, stocks, bonds and securities on behalf of clients.
He had served as a vice president of from 2004-2009 of Nationwide Financial Services Inc. He also served as senior vice president at Life Insurance Company and Nationwide Financial Distribution. From his wide knowledge, dedication and experience, David has served at different capacities in several companies at senior positions. He has focused in the financial sector and his major success is associated with his influence in the sector.