Skip the Trip! Apply for Social Security Benefits Online!
by David Strege CFP® CFA CKA® Senior Financial Planner | February 13, 2017
After working with your Financial Planner to determine when to apply for Social Security benefits, you should plan to start the application process one month before you want benefits to begin. The frustration of waiting in line at a government office can be reduced as most benefit applications can be done online. Read the full story on the Social Security blog.
David Strege serves clients as a Senior CERTIFIED FINANCIAL PLANNER™ practitioner at Syverson Strege in West Des Moines, helping individuals and families lay out an integrated personal financial plan to efficiently get them from where they are to where they want to be. He also serves on the investment committee and is chairman of the board of directors. David earned a B.S.B.A. in Finance with a concentration in personal financial planning from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the U.S.A. Certified Financial Planner Board of Standards Inc. In 1987 he received the Chartered Financial Analyst® certification to better assist clients with their investment portfolios. He earned the Certified Kingdom Advisor® designation in 2017. David served on the Board of Directors for the National Endowment for Financial Education® (NEFE®) for nine years and served as Chairman in 2018.