Brett’s role involves working with clients to formulate planning goals, develop and implement wealth management strategies and monitor clients’ progress in working towards their financial and investment goals.
CERTIFIED FINANCIAL PLANNER™
Utah State University, Master of Accounting
Utah State University, B.S., Accounting, minor in Finance
Utah State University, B.A., Business Administration
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Whether you’re close to retirement or already there, there are things you may already know about receiving Social Security. You may know that, in most cases, you will need to be at least 62 before you can start collecting. Sounds simple enough. But there are other rules regarding Social Security benefits, especially when it comes to taxation, that are more complex and often confusing.
With the busy summer season behind us and the holiday season fast approaching, now may be the best time to review your financial affairs to make sure everything is in order.
Modera Financial Planning & Wealth Management
221 W. Main St., Suite A, Inverness, FL 34450