The 5 Things You Need to Know Before Taking Your Social Security
that could increase your Social Security benefit by THOUSANDS each year!
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About Tyler & Dallin
Tyler Petersen | CFP®
Advisor with Financial Insight Center
More than anything, Tyler values the holistic approach the Financial Insight Center brings to finances. He appreciates putting real events and decisions of clients into context of their wealth. And he encourages them to be thinking about financial impacts at every turn. To support that philosophy, Tyler holistically shares his knowledge throughout the Wasatch Front. He teaches a regular series of financial courses through school districts and community education programs where people can gain a better understanding of estate planning, Medicare, Social Security, tax planning, and other financial essentials.
Dallin Cutler | CFP®
Advisor with Financial Insight Center
After earning his accounting degree and concluding his football career with Brigham Young University, Dallin chose to join Financial Insight Center because of the personal one on one experience financial planning provides. He considers teaching a key component of his job. By laying out facts, explaining plan options, and preparing clients to make their most informed decisions, Dallin helps people become true proponents of their plan and the Financial Insight Center's process. Dallin has also built out an entire investment course, "The beginner's guide to investing and managing money", in an attempt to extend his reach and knowledge to more than his clients alone.
The investment webinar “The Financial Insight Series - Social Security” is created and authored by Dallin Cutler & Tyler Petersen. The financial information is provided for general informational and educational purposes only and is not a substitute for professional advice. They are not advising you personally concerning the nature, potential, value or suitability of any particular security, portfolio of securities, transaction, investment strategy or other matter. To the extent any of the information contained in the course may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Under no circumstance shall Dallin Cutler or Tyler Petersen have any liability to you for any loss or damage of any kind incurred. Your use of the webinar and your dependence on any information in the webinar is solely at your own risk. All opinions expressed in this webinar are solely those of Dallin Cutler & Tyler Petersen and are in no way affiliated with any other organization or institution. Financial Insight Center, the firm where Dallin & Tyler are employed, may only transact business in this state if first registered, excluded or exempted from state investment adviser, or investment advisor representative registration requirements. Follow-up and individualized responses to persons in this state by Financial Insight Center or investment advisor representatives that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state investment adviser or investment advisor representative registration requirements, or an applicable exemption or exclusion. Since every circumstance is different, prior to pursuing any action or strategy, we highly encourage you to consider having it reviewed by an attorney, accountant, planner, or other advisor as applicable. Dallin & Tyler are not associated or affiliated with the Social Security Administration