Dan Brooks Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing Social Security Claiming Options

Dan Brooks discusses social security claiming options made easy for entrepreneurs. 

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-social-security-claiming-options/ 

Social Security Claiming Options can be a complex and confusing topic for individuals. Dan Brooks highlights the vast number of options available, mentioning that there are over 500 different claiming strategies for couples. To assist individuals in making informed decisions, computer programs are used to present various options for when to take Social Security. Dan Brooks emphasizes the importance of education in making solid decisions, as having reliable answers allows individuals to make the best choices for themselves. Additionally, Dan Brooks explains that Social Security has its language and rules, such as full retirement age and specific regulations for widows and previously married individuals. This complexity often leads people to seek help and attend classes on Social Security claiming options.

Dan Brooks stresses the significance of seeking advice from a financial professional who specializes in Social Security and stays updated with the system’s changes and intricacies. While generic financial professionals may possess some knowledge about Social Security, such as car insurance agents, there can be a substantial difference in expertise compared to specialists in the field.

Brooks highlights the availability of classes and certifications for professionals to gain expertise in Social Security. He has taken these classes and emphasizes the importance of finding a guide who understands Social Security on an individualized level. It is crucial to recognize that what works for one person may not work for another, and having a professional well-versed in the various strategies and system changes is essential.

Furthermore, Dan Brooks acknowledges that the Social Security system can be overwhelming for individuals. Seeking advice from a knowledgeable professional can help navigate these complexities. He cautions against relying solely on online information or advice from co-workers, as it may not provide a comprehensive understanding of the topic. Additionally, contacting the Social Security office directly may result in long wait times and limited assistance. Therefore, finding a financial professional who specializes in Social Security and regularly updates his knowledge can provide valuable guidance and support in making informed decisions about Social Security benefits.

Dan shared: “Social security has its language. You never hear the concept of full retirement age until you start talking about social security and they have their way of calculating your income and whether social security is going to be taxed. And they have a bunch of rules. There are a lot of little nuances to social security, which is why people do need help. And the smart ones seek help.”

Dan also added: “We have developed a proprietary process to reduce the complicated financial world to its five key areas, so people can easily grasp how their plan works and relax about their money.”


About Dan Brooks

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business he operated for 7 years.

After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker.  Dan decided to enter financial services to find out how this could happen and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida.  Dan works with a Registered Investment Advisor firm that manages over 3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer.  He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.

Learn More:

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Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.





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