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Broker Dealer Disclosure:

Securities and investment advisory services offered through Avantax Investment Services (AIS), member FINRA/SIPC. AIS is separately owned and other entities and/or marketing names, products or services referenced here are independent of AIS.

Blue Sky Disclosure:

This communication is strictly intended for individuals residing in the state(s) of Texas…  No offers may be made or accepted from any resident
outside the specific state(s) referenced.

Registered Branch Info:


6513 Colleyville Blvd. Suite 100
Colleyville, TX 76034


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Understanding Social Security Benefits

This Detailed eGuide explains how to apply, covers timing, health, you desire to work, and other factors that may influence your Social Security claim decision.

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