Registered Social Security Analyst

Wes Whitten, Investment Advisor Representative, RSSA, RICP

Social Security is one of the biggest financial decisions you will make in retirement. The month you file, who files first, whether you take your own benefit or a spousal benefit — all of it affects how much you collect for the rest of your life. Most people make that decision without ever seeing their options side by side.

Wes Whitten holds the Retirement Income Certified Professional and Registered Social Security Analyst designations. He runs a complete analysis of your filing options and puts the numbers in front of you in plain language. What you collect if you file early. What you collect if you wait. What the right strategy looks like for your household specifically.

The report is built around your situation. Your birth year, your earnings record, your spouse's record if applicable, and when you're planning to stop working. Every variable that affects your benefit gets accounted for. What comes out is a clear picture of your options and what each one is worth over your lifetime.

You worked a long time to earn this benefit. This report makes sure you know how to get the most out of it.

Our firm does not provide legal or tax advice. We recommend consulting with a qualified attorney or CPA for any legal or tax matters.

| Registered Social Security Analyst

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Overflow Finance & Insurance, LLC

Serving Northeast Florida locally, along with anywhere in the U.S. We offer full holistic financial planning using cutting edge technology and tactical partnerships.

Contact Details

  • (904) 569-6034

  • Jacksonville, Florida

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Advisory services are offered through Trusted Risk Management, an Investment Advisor in the State of Florida. Insurance products and services are offered through Overflow Finance and Insurance LLC, an affiliated entity. Trusted Risk Management and Overflow Finance and Insurance LLC are not affiliated with or endorsed by the Social Security Administration or any other government entity. Being registered as an investment adviser does not imply a certain level of skill or training. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Overflow Finance and Insurance LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.