John Kosmer,, Certified Social Security Specialist
John Kosmer,
Managing Partner, Regency Wealth Management, LLC
Professional Profile
John Kosmer, RICP, is a distinguished Managing Partner at Regency Wealth Management, LLC, based in Wisconsin. With deep roots in the Fox Valley, John brings a wealth of experience to his role, having been involved in his family business since high school. As a dedicated fiduciary, he prioritizes the best interests of his clients while offering comprehensive Investment Advisory Services, backed by his FINRA Series 6, 63, and 65 registrations and active Independent Insurance agent license.
As a Retirement Income Certified Professional (RICP), John specializes in crafting effective retirement income plans tailored to individual needs. His expertise not only helps clients navigate the complexities of retirement income but also ensures a sustainable income stream throughout their retirement years, while mitigating potential risks along the way.
John Kosmer, has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
John is not just a financial expert; he is also a community advocate. He passionately volunteers for various charities focused on helping children, including The Make-A-Wish Foundation, Special Olympics, and Superheroes Fighting Cancer, demonstrating his commitment to making a positive impact.
Choose John Kosmer as your trusted advisor to guide you through your retirement journey—his knowledge, experience, and dedication to serving the community make him a standout choice in the field of financial planning and retirement income strategy.
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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.