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.