Hot off the press!! Our latest white paper written by Wealth Advisor, Chris Hughes, addresses savvy Social Security planning.
Learn the secrets to maximizing your benefits, coordinating benefits with your spouse (even if you are divorced or a surviving spouse), and ensuring you're making the right claiming decision for your overall retirement plan. Plus, Chris answers the popular question, “Is Social Security going to run out?”
Get the full paper here: DMG.Savvy Social Security White Paper – PDF
- Are you looking for life-long financial planning support beyond traditional wealth management? Then Del Monte Group is the right place for you. At DMG, we address a client’s entire lifestyle to help make all goals become a reality–even if they aren’t directly related to money. Our clients are more than just assets and investments. They are human beings with their own stories, and they are our family. So, when you’re in the greater Alamo or Danville, California area our door is always open to assist you in person Call us at 925.736.6410, send an email to Info@APlaceOfPossibility.com, visit APlaceOfPossibility.com/Calendar to get your meeting on the books. We can't wait to help you.