Andy Robertson, Csscs Email & Phone Number

Wrentham, Massachusetts

Trusted Resource, LLC is the creator and IP owner of numerous financial calculators. Through our unique proprietary tools, we help advisors more effectively quantify the impact some of the most challenging planning considerations may have on a plans long term viability. Using our one of a kind retirement planning tools such as our Social Security Optimization software, Extended Care Calculator or CAGR vs. LIBR Analyzer, empowers advisors and clients alike to make more informed planning decisions. Our suite of Tax Management tools allows users to more tax efficiently and effectively harvest qualified assets throughout retirement. As President, and Founder of Trusted Resource and principal architect of these financial planning tools, Mr. Robertson has a deep understanding of the analytics required to design and build truly fortified retirement income plans. He speaks regularly on the convergence of all these challenges and how strategy alone can completely change the traditional retirement planning paradigm.

Wrentham, Massachusetts

Capital Indemnity Group is a value added, advisor focused, marketing organization committed to building meaningful distribution partnerships with the independent financial advisors in the New England marketplace.

Wrentham, Ma

The Corporation for Social Security Claiming Strategies is the creator and provider of the training course for the Certified in Social Security Claiming Strategies designation (CSSCS). We offer students online access to the curriculum, affording them the opportunity to digest the materials at their own pace. Students may choose to enroll solely in the educational course or couple the course materials with a comprehensive examination, successful completion of which will result in the CSSCS designation being conferred. Ours is the only comprehensive retirement training organization in the financial services industry focused exclusively on educating professionals on the nuances of Social Security retirement planning. Our paramount goal is to provide our students with a working knowledge of the myriad of factors that play a role in determining how retirees can achieve the maximum benefit available to them from Social Security and, in so doing, provide a solid foundation upon which an overall retirement income plan can be built.In an attempt to mainstream message the power of alternative Social Security claiming strategies, many people in the financial services community have sought to simplify and compartmentalize the various complexities of the Social Security retirement system. Attempting to boil down nearly 3,000 filing rules and hundreds of potential filing strategies tends to minimize the role competent advisors can play in the high stakes world of comprehensive retirement income planning.The knowledge you’ll gain coupled with the tools and training our program provides, as well as access to our team of experts, allows advisors to embrace the complexity of the Social Security retirement system as a key differentiator in the day to day battle of client acquisition and satisfaction!

Philadelphia, Pennsylvania

Columbus, Ohio

Columbus, Ohio

New York, New York

Morristown, New Jersey

Boston, Massachusetts