Matt Atkins, Social Security Planning Consultant
Matt Atkins
Senior Financial Advisor, Clearbrook Investment Management, LLC
Professional Profile
Matthew Atkins is a trusted Senior Financial Advisor at Clearbrook Investment Management, LLC, with a wealth of experience and a genuine passion for helping clients achieve their financial goals. Holding the National Social Security Advisors (NSSA) certificate since 2018, Matthew combines extensive knowledge in social security with a personalized approach to financial planning. He believes in creating a job-free future that reflects each individual's unique passions, allowing them to pursue what they truly love. As a dedicated family man with five children and seven grandchildren, Matthew understands the importance of secure financial futures for families. His commitment to education extends beyond his clients; he shares valuable insights through his YouTube channel and conducts webinars and seminars, making him a respected voice in the financial community. When he's not advising clients, you might find him enjoying a round of golf with friends or traveling to visit family across the country. If you're looking for a reliable and knowledgeable financial advisor who views retirement as an opportunity for fulfillment, Matthew Atkins is your go-to expert in Washington.
As a holder of the NSSA® Social Security certification, Matt Atkins brings specialized knowledge of Social Security planning to every client relationship.
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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.