Jeremy Askren, Certified Social Security Advisor
Jeremy Askren
President - Investment Advisor, MWI - Managing Wealth & Income
Professional Profile
Jeremy Askren is a dedicated Financial planning expert and Investment Advisor at MWI - Managing Wealth & Income, based in Wichita, KS. With 26 years of experience, Jeremy specializes in financial planning, investment advice, strategic tax planning, and Social Security optimization. He is committed to helping pre-retirees, business owners, and retirees navigate their financial futures with confidence and clarity.
As a holder of the NSSA® designation in Social Security planning, Jeremy Askren brings specialized knowledge of Social Security planning to every client relationship.
What sets Jeremy apart is his personalized approach — every plan is crafted uniquely for you, ensuring that your specific needs and goals are at the forefront of the strategy. He believes in building lasting partnerships rather than merely selling services, focusing on strategic planning to help clients thrive in their financial journeys.
Outside of his professional life, Jeremy enjoys the support of a wonderful wife and takes immense pride in his three amazing children. His local roots and commitment to family values enhance his ability to connect with clients in a meaningful way, making him a reliable partner in their financial success. Trust Jeremy Askren to guide you through your financial planning, and experience a dedicated approach tailored just for you.
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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.