David Schleis, Social Security Planning Consultant
David Schleis
President\Accountant, DS Financial Advisors, Inc.
Professional Profile
David W. Schleis, EA is a trusted and highly knowledgeable President and Accountant at DS Financial Advisors, Inc., strategically located in Pennsylvania. With a specialized focus on tax and income planning, David brings a wealth of expertise to individuals seeking to optimize their financial strategies. As an Enrolled Agent, he has the credentials to represent clients before the IRS, ensuring they receive the best care and guidance in navigating their tax-related concerns.
As a holder of the NSSA® Social Security certification, David Schleis brings specialized knowledge of Social Security planning to every client relationship.
David is dedicated to helping clients achieve their financial goals through personalized assessments and solutions that cater to their unique needs. His extensive experience in social security planning positions him as a respected professional in the industry, making him an invaluable resource for individuals looking to secure their financial future. When you choose David W. Schleis, you are partnering with a seasoned expert committed to providing reliable and effective financial advice.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.