Our Approach...
When it comes to retirement, it's a whole new world. With current market conditions, retirees in general have to stretch every dollar and redefine what retirement is all about. One of our main goals is to help people get the most out of their retirement income sources. We focus on strategies that are often overlooked and can increase net spendable income. We know that every case is different and there is no single strategy that will work for every situation. That is why we do a case by case review and determine what will work best according to the client’s goals.
Our Management ...
The Social Security Maximization team is directed by Jason Sandos, a Registered Investment Representative with *Capital Financial Services, Inc. He has pursued and accepted courses of study, met the stringent standards, qualifications, and high educational requirements set forth by FINRA and Utah Insurance Law. He has studied Investment Company Shares, Utah Insurance Life and Variable Contracts as mandated by law which topics encompass: Fixed & Variable Annuities, Securities Markets, Retirement Plans, Investment Policy Regulations, Mutual Funds, Insurance Products, Basic Principals of Life Insurance Policies & Provisions, Legal Concepts of the Insurance Contract and Utah Life Insurance Law. Jason has passed all required examinations to obtain his Utah State Insurance License, the Series 6 Investment Company-Variable Contracts Representative and Series 63 Uniform Securities Agent.
Over the past decade Jason has built a successful financial planning business, with a clientele consisting primarily of individuals. He spends a great deal of time assisting clients in working toward, and achieving, their future financial goals by developing a customized Retirement and Estate Financial Plan. Jason’s extensive knowledge, experience and continued education in the financial industry enable him to keep informed of industry news, changes and the most up to date products and services available to the consumer.
Jason is a lifetime resident of Salt Lake City, Utah, and is a proud family man.
*Securities and investment advice offered through Capital Financial Services, Inc. Broker/Dealer Investment Advisor Member FINRA/SIPC 1 North Main Minot, ND 58703
(801) 849-0049.