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Welcome To Our Blog!

Submitted by Wale Advisory Group on May 28th, 2013

Hello to our fabulous readers! We’re excited to launch our blog, and we know you’ve been awaiting some more wonderful information from us! We’ll be sharing information, thoughts, articles, and lots more with you, about everything related to retirement, finance, social security, and everything in between.

We strongly believe that the biggest tool to being financially successful, is to educate yourself. As you know, at Wale Advisory Group, that’s our number one goal. To educate you, so you can make informed financial decisions.

Take a few moments to watch this very short video. It has some fantastic insights about the realities of taking your social security early. This is one of the areas that we strive to educate our clients on, here in Orange County. There are many strategies we can use to help you get the most of your social security. Taking the time to learn the ins and outs of when you begin collecting social security, may help you collect THOUSANDS more over your lifetime!

If you have questions about collecting your social security, and how you can collect the most benefit, please contact us. We are here to help you!

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Wale Advisory Group nor any of their agents or representatives give tax, legal or investment advice. Legal advice is provided by board-certified estate planning attorneys.  Investment advice is provided by a Certified Financial Planner, which is one of our advisory partners. The information here is a summary of our understanding of current tax laws as they relate to insurance products. Please consult a qualified advisor for these matters.

Our advisor's partners have no affiliation with Wale Advisory Group.

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