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Accessibility Feedback

Accessibility Feedback

We strive to maintain an accessible and welcoming online environment for individuals with disabilities. Your feedback is critical to helping us achieve our goal of seamless access.

If you have comments or concerns about your experience with any of the services, please inform us by completing and submitting the form below. If your concern is time sensitive, you have difficulty with the form, or prefer to contact us directly, please email us at ksb@eliotrose.com

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Social Security” is the term used for the Old-Age, Survivors, and Disability Insurance (OASDI) program in the United States. It’s run by the Social Security Administration (SSA), a federal agency. It’s best known for retirement benefits, but it also provides survivor benefits and income for workers who become disabled. Read more…

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The Sustainable Spending Analyzer (SSA) is a next generation, 360-degree approach to retirement planning. It’s a refreshingly straight-forward tool that turns confusing charts and graphs into answers about the most important decisions related to your retirement.

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This assures there are no hidden commissions or secret referral fees. We believe this is the only type of advisor who can truly provide unbiased and objective financial advice.