• Skip the Trip! Apply for Social Security Benefits Online!

    by David Strege, CERTCFC, CKA®, Co-Founder & Board Member | February 13, 2017

    Skip the Trip! Retire Online

    After working with your Financial Planner to determine when to apply for Social Security benefits, you should plan to start the application process one month before you want benefits to begin.  The frustration of waiting in line at a government office can be reduced as most benefit applications can be done online.  Read the full story on the Social Security blog.

    David Strege, CERTCFC, CKA®, Co-Founder & Board Member
    David Strege has more than 40 years of experience in financial consulting and advising, and is a co-founder and board member of Syverson Strege. David earned a B.S.B.A. in Finance with a concentration in personal financial planning from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the U.S.A. Certified Financial Planner Board of Standards Inc. In 1987 he received the Chartered Financial Analyst® certification to better assist clients with their investment portfolios. He earned the Certified Kingdom Advisor® designation in 2017. David served on the Board of Directors for the National Endowment for Financial Education® (NEFE®) for nine years and served as Chairman in 2018.

    Getting Started is Easy!

    Schedule An Appointment