Get the Most
From Social Security
You have ONE chance to get this right.
Get the Most
From Social Security
You have ONE chance to get this right.
96% Leave Money on the Table
(Will you be one of them?)
96% Leave Money on the Table
(Will you be one of them?)
We know the aggravation and frustration of trying to untangle the maze of Social Security rules and regulations.
We understand how confusing it is when two "experts" give you completely different advice.
We know the uneasy feeling that comes with wondering if you're making the right decisions for retirement.
Tim Adams, CPA
Trusted Retirement Coach / Published Author / Speaker
"I am passionate about helping retirees develop a financially sound game plan they can count on to 𝗪𝗜𝗡 in retirement."
The Winning Retirement Playbook
Amazon Best Seller
in Wealth Management and
Retirement Planning
Hi! I'm Tim. I'm a CPA, published author, and Retirement Coach.
I've been working in the financial world for over two decades and have seen firsthand that making financial decisions is a big source of stress for many families.
I've been obsessed with my own retirement since before I turned 30, so I understand the concern and know where you're coming from.
At 320 Financial Group, we put a lot of emphasis on optimizing Social Security because it's government-backed, inflation-protected, and lasts the rest of your life!
We'll guide you with your filing decision in a way that makes sense with your situation and goals.
Tim Adams, CPA
Trusted Retirement Coach / Published Author / Speaker
"I am passionate about helping retirees develop a financially sound game plan they can count on to 𝗪𝗜𝗡 in retirement."
Amazon Best Seller
in Wealth Management
& Retirement Planning
Hi! I'm Tim. I'm a CPA, published author, and Retirement Coach.
I've been working in the financial world for over two decades and know that for most people ... managing money and making financial decisions is stressful.
I've been obsessed with winning the game of retirement for my own family for over three decades, so I understand the concern and know where you're coming from.
Unlike the "big boys", we don't have a cookie-cutter model that management wants to put you in before you ever walk through the door.
We'll show you how to make financial decisions that are aligned with your family's values and goals.
Did You Know?...
Did You Know?...
The average household misses out on $110,546 in benefits
Social Security has over 2,700 rules & regulations
Social Security employees are not allowed to give filing advice!
Click the button below to avoid common, costly mistakes.
Click the button below to
avoid common, costly mistakes.
The Winning Retirement Process
The Winning Retirement Process
Our unique process to fight off the toughest opponents in retirement
Huddle Up
Schedule a No-Pitch Call
I'm a numbers nerd, not a salesperson. I don't do sales calls. We'll chat about where you're at, your goals, and how to best reach them.
Game Plan
Get a Winning Game Plan
Next, we'll carefully craft a custom game plan to help win the game you and your family want to play in retirement.
Win
Enjoy Your Best Retirement
With the right plan, expert coaching, and ongoing in-game adjustments: You're going to win in retirement.
tim@320fg.com
(888) 320-3499
120 W 2nd St, Suite 615 | Dayton, OH 45402
tim@320fg.com
(888) 320-3499
120 W 2nd St, Suite 615 | Dayton, OH 45402
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