Benjamin Francis

Ben Francis has dedicated over 18 years of his career helping individuals and couples navigate the complexities of retirement planning. Having earned the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP®), Retirement Income Certified Professional (RICP®), Registered Social Security Analysist (RSSA®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Wealth Management Certified Professional (WMCP®), with a Bachelors in Finance, a Bachelors in Accounting, and a Masters Degree in Financial Services, Ben specialize in areas such as Social Security claiming strategies, retirement income optimization, tax management, and long-term care planning. These are all critical pieces of a well-rounded retirement plan, but none are as foundational or as misunderstood as Social Security.