Utah residents planning for retirement can connect with 9 professionals who hold the National Social Security Advisor (NSSA®) or IRMAA Certified Planner (IRMAACP™) certification. These advisors specialize in Social Security claiming strategies, Medicare enrollment, and IRMAA surcharge planning for clients in Orem, Centerville, Sandy, Midvale, Hurricane, and Salt Lake City, and communities across Utah.
Whether you need help deciding when to claim Social Security benefits, coordinating spousal and survivor strategies, or managing Medicare premiums and income-related adjustments, the certified Utah advisors below can guide your retirement income planning. Browse the directory and connect directly with a professional near you.