The Social Security Advisor
Let us help you maximize your social security benefits
The Social Security Advisor

When should you start collecting Social Security?
Find out in three easy steps.
The Social Security Advisor
Step One

Purchase Plan
The Social Security Advisor
The Social Security Advisor
The Social Security Advisor
Step Two

Provide us your info
The Social Security Advisor
The Social Security Advisor
The Social Security Advisor
Step Three

Get results from a CFP
The Social Security Advisor
The Social Security Advisor
The Social Security Advisor
The Social Security Advisor
 
The Social Security Advisor
Testimonials
    The Social Security Advisor
Social Security Advisor uncovered an extra $60,000 through coordination of spousal benefits. 
-- Larry & Mary Lou,
Bellevue, WA

Verify Northwest Asset Management


About Us


Greg Headrick
Founder
The Social Security Advisor
greg@thesocialsecurityadvisor.com

Greg has worked in the financial industry since 1992. He focuses on wealth management and investment consulting for private clients and institutions. Greg is a member of the Investment Management Consultants Association (IMCA). He has received the Certified Financial Planner (CFP), Certified Investment Management (CIMA), as well as the Accredited Investment Fiduciary Analyst (AIFA) certifications. He holds the Series 7, 63, 65 and Insurance licenses. Greg is a Trustee and Chair of the Finance Committee for University Child Development School and serves as the Treasurer on the Advisory Board of Southwest Boys and Girls Club.
 
 
Social Security Advisor is a proud sponsor of the Boys and Girls club of King County
 
Greg owns a wealth management firm called Northwest Asset Management located in a Seattle suburb called Mercer Island. www.nwasset.com  Northwest Asset Management is an Investment advisor registered with the SEC.  

 

What is a CFP?    

What is a CIMA

What is an AIFA?

 

Personal

Greg was born and raised in Washington State, he now lives on Mercer Island with his wife Jen and his four children, Jake, Ann Marie, JP and Sam.



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Contact Us
The Social Security Advisor
7900 S.E. 28th St.
Suite 412
Mercer Island, WA 98040

Phone: 206-838-3690
Toll Free: 877-838-3690
Fax: 877-838-3694
info@thesocialsecurityadvisor.com

 
Social Security Fact
    The Social Security Advisor
Married people live longer - A married couple who reach age 65 at the same time have a 92% that one spouse will live to age 80, a 57% chance one spouse will live to 90 and an 11% one will live to 100.