Peggy Ogilvie, Principal Specializing in Social Security
Professional Profile
Meet Peggy Ogilvie, a seasoned finance and accounting professional with nearly 40 years of experience, proudly serving as a Principal at Peggy's Heart Thoughts in Utah. With 31 years of senior leadership experience in Finance and Accounting, Peggy has a proven track record as the Global Accounts Payable process owner, expertly managing global processes, implementing system improvements, and training teams across various international locations.
As a holder of the NSSA® designation in Social Security planning, Peggy Ogilvie brings specialized knowledge of Social Security planning to every client relationship.
Peggy’s extensive background in finance has equipped her with robust financial expertise, making her a dependable leader and a respected professional in the social security advisory field. Her collaborative approach ensures that she works seamlessly with departments such as Internal Audit, HR, Payroll, Treasury, and Cyber Security, always focused on enhancing operational effectiveness and client satisfaction.
Having completed her NSSA certification, Peggy is also pursuing IRMAA/Medicare certification to further enhance her capabilities in Social Security and Medicare planning. She prioritizes accuracy and professionalism, striving to help her clients feel informed and cared for every step of the way.
With a solid educational foundation in Business Management and Computer Science, along with excellent skills in MS Office and Adobe Pro, Peggy is well-prepared to assist you with your financial planning needs. When she’s not helping clients, Peggy enjoys traveling, spending quality time with her husband, children, and four grandchildren, and embracing life's beautiful moments. Discover the difference Peggy can make in your financial future and feel confident in your social security and Medicare planning today.
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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.