HOULTON, Maine — Brad Berthiaume, vice president, financial consultant with Katahdin Financial Services in Houlton, has achieved the National Social Security Advisor certificate from the National Social Security Association LLC in Cincinnati.
The NSSA certificate promotes advanced Social Security education providing Berthiaume with the knowledge to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income.
Berthiaume has more than 15 years of financial services experience and serves the greater Houlton and Bangor areas specializing in professional money management, financial planning, stocks, bonds, mutual funds, annuities, IRAs, life insurance, long term care and much more. Berthiaume earned his Chartered Market Technician (CMT) designation and is a graduate of Pensacola Christian College in Florida. He also holds the Series 7 & 66 securities registrations, and life and health insurance licenses.
“I am very pleased to be able to receive this certification,” said Berthiaume. “This demonstrates Katahdin Financial Services’ commitment to assist our clients in maximizing their income during retirement. Helping our clients obtain a secure financial future is our priority.”
The NSSA certificate program includes one day of training and prepares professional advisors for the myriad of questions that their clients are asking. Also, with this training, advisors can guide their clients through the many Social Security options that are available. NSSA advisors are uniquely qualified to help the growing numbers of baby boomers. The program is the gold standard in Social Security certification and training in the nation.
The National Social Security Advisors certificate program was created by CPA, Marc Kiner and Jim Blair, a 35-year veteran of the Social Security Association. With 10,000 baby boomers turning 65 each day in the U.S., Kiner and Blair believe that advisors must be educated regarding Social Security. There are 76 million baby boomers nationwide. Boomers are folks born between 1946 and 1964.
“For more and more people, Social Security is going to provide an important part of their retirement income,” said Blair. “NSSA advisors are passionate about helping retirees optimize their benefits over the rest of their lives.”
For more information, call Berthiaume at 207-764-2366 ext. 30405.
For more information about the NSSA certificate program, go to www.nationalsocialsecurityassociation.com.
