Keith Wiltfong, Certified Social Security Advisor
Keith Wiltfong
Certified Financial Planner™, Capstone Planning
Professional Profile
Keith Wiltfong is the founder of Capstone Investment Management, a CERTIFIED FINANCIAL PLANNER™ professional, and the Amazon best-selling author of Make Life Happen: Your Guide to The Better Retirement Journey. With more than 15 years in the financial services industry, Keith helps retirees and people within 5 years of retirement create clear, tax-efficient plans for income, investments, Social Security, Medicare, and legacy planning.
Keith Wiltfong has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Contact Keith
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.