With more than 20 years of leadership and financial experience, Rick Aguilar, 42, an investment adviser with AMDG Financial, can now add a new credential to his financial advice tool kit: National Social Security Advisor. Aguilar, of Canton, MI, already specializes in providing clients with financial advice and wealth management expertise at a fiduciary standard of care, which means he must place the interests of the client ahead his own. The NSSA certification allows Aguilar to counsel clients on the best way to claim Social Security benefits to optimize their lifetime Social Security income. In addition, Aguilar also holds the prestigious Chartered Financial Analyst and Accredited Investment Fiduciary credentials.
The NSSA program includes one day of training and a proctored online exam. Certified advisers must also adhere to the NSSA’s code of conduct and complete 16 hours of continuing professional development every two years. The credential prepares professional advisers to advise clients about their social security benefit choices and guide them through the options available to them. The program is believed to be the only one of its kind in the nation.
“As people live longer, it’s important for them to understand how to maximize their social security benefits to ensure those benefits last a lifetime,” said Aguilar. “I’m pleased to be able to provide this expertise as part of AMDG Financial’s holistic approach to wealth management.”
The NSSA program was created by Marc Kiner, CPA, and Jim Blair, a 35-year veteran of the Social Security Administration. With 10,000 Baby Boomers turning 65 each day in the U.S., the two developed the certification program to ensure that professional advisers have the social security expertise necessary to counsel the nation’s 72 million+ Baby Boomers (those born between 1946 and 1964). For more information about the NSSA certification program, go to www.nationalsocialsecurityassociation.com.