Rob Field, Social Security & Medicare Advisor
Rob Field
Partner and Financial Planner, Nelson Financial Planning
www.nelsonfinancialplanning.com
Professional Profile
Robert Field is a highly respected Senior Financial Planner at Nelson Financial Planning in Florida, bringing over 35 years of extensive experience in the investment industry. With a Securities License, certifications as a Certified Mutual Funds Specialist, a Certified Financial Fiduciary, and the prestigious NSSA® and IRMAACP™ designations, Robert is dedicated to providing expert guidance in retirement planning and social security strategies. These dual designations uniquely position him to assist clients in understanding and managing IRMAA-related Medicare costs, coordinating Medicare, tax planning, and Social Security decisions, and reducing unnecessary premium surcharges and costly planning mistakes.
Having earned the NSSA® Social Security certification and the IRMAA Certified Planner (IRMAACP™) program, Rob Field is equipped to guide clients through complex Social Security and Medicare decisions.
His specialized focus on coordinating retirement plan income and managing various investment assets has helped numerous clients secure their financial futures with confidence. As an avid golfer and proud grandparent who enjoys riding his Harley Davidson motorcycle, Robert understands the importance of balancing financial success with life’s treasured moments. Trust Robert Field for knowledgeable and reliable financial planning tailored to your unique needs.
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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.