Greg Workman, Social Security Planning Professional
Greg Workman
Financial Advisor, Kelly Financial Services, LLC
Professional Profile
Greg Workman is a trusted Financial Advisor at Kelly Financial Services, LLC, with offices in Braintree and Burlington, MA. He is an Accredited Investment Fiduciary (AIF®), a Long-Term Care Professional (LTCP), and a licensed Investment Advisor Representative with over 12 years of experience in the financial services industry. Greg's extensive background includes roles at prestigious firms like Brown Brothers Harriman, Morgan Stanley, New York Life Insurance Company, and Pioneer Financial Group.
Greg Workman has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
At the heart of Greg's approach is a commitment to understanding the unique needs and objectives of each client. He believes in holistic financial planning, taking the time to listen and prioritize what truly matters to you. By implementing budget-friendly solutions, Greg helps enhance your personal financial situation and achieve your goals.
Born and raised in the Boston area, Greg is deeply rooted in the community. He earned his degree in Finance from the University of Massachusetts, where he actively contributed to campus life as a Student Senate member and swimmer. Now, he lives in Boston with his family, continuing to serve the community he knows and loves.
Whether you're seeking guidance on Social Security benefits, retirement planning, or long-term care options, you can rely on Greg Workman's expertise to navigate your financial journey with confidence. Contact him today to discover how he can help you secure a brighter financial future.
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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.