Shawn Southard, Social Security Advisor
Shawn Southard
Healthcare/Social Security Specialist, Peace of Mind Wealth Management
Professional Profile
Shawn Southard is a trusted Healthcare and Social Security Specialist at Peace of Mind Wealth Management in Raleigh, NC. With a deep commitment to empowering Medicare beneficiaries and those navigating the complexities of Social Security, Shawn expertly guides clients to identify their best options based on unique individual needs. His extensive knowledge in these critical areas ensures that clients receive tailored advice grounded in their specific circumstances.
As a holder of the NSSA® Social Security certification, Shawn Southard brings specialized knowledge of Social Security planning to every client relationship.
Combining a strong educational foundation as a former high school teacher and corporate trainer with over 28 years of experience in Raleigh, Shawn is dedicated to making complicated information accessible and understandable. His goal is to offer peace of mind to clients as they make important financial decisions regarding their healthcare and retirement benefits. Whether you are considering when to take Social Security or need assistance with Medicare options, Shawn is here to help.
Outside of his professional life, Shawn enjoys skiing and cheering on the NC State Women’s basketball team with his wife and daughter, making him not only an expert in his field but also a personable and relatable advisor. Reach out to Shawn Southard for reliable, knowledgeable, and respectful guidance in your journey through Medicare and Social Security.
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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.