Patti Turner, Certified Social Security & Medicare Specialist
Patti Turner
Paraplanner, Shepherd Financial Partners
www.shepherdfinancialpartners.com
Professional Profile
Patti Turner is a dedicated Paraplanner at Shepherd Financial Partners in Massachusetts, where she partners with Wealth Advisors to create customized financial plans tailored to each client's unique needs. Holding the FPQP, CRPC, NSSA®, and IRMAACP™ designations, along with an MBA from Southern New Hampshire University, Patti is well-equipped with comprehensive knowledge in financial planning and social security strategies.
As a certified professional, Patti Turner has completed the National Social Security Advisor program and the IRMAACP™ Medicare & IRMAA certification, bringing specialized expertise in Social Security and Medicare planning to clients.
Her dual certifications as an NSSA® and IRMAACP™ expert provide significant advantages for clients. Patti helps clients understand and manage IRMAA-related Medicare costs by coordinating Medicare, tax planning, and Social Security decisions. This holistic approach reduces unnecessary premium surcharges and costly planning mistakes, ensuring reliable advice and personalized support for those planning retirement or navigating social security benefits.
Patti's commitment to excellence and her deep understanding of financial services make her a trusted resource for clients seeking expert guidance. Partner with Patti to secure your financial future with confidence and benefit from her comprehensive expertise.
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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.