Shelly Fackler, Certified Social Security Professional
Shelly Fackler
Fiduciary Financial Advisor, J&J Wealth Advisors
Professional Profile
Shelly Fackler is a highly respected Fiduciary Financial Advisor at J&J Wealth Advisors in Lakewood Ranch, FL, dedicated to guiding clients toward their financial goals with integrity and expertise. With a robust background that includes credentials as a Fiduciary Investment Advisor Representative, NSSA, and a Licensed Insurance Agent, Shelly combines extensive knowledge with a client-first approach to investment strategy and social security planning.
As a holder of the NSSA® designation in Social Security planning, Shelly Fackler brings specialized knowledge of Social Security planning to every client relationship.
Holding degrees in AABA and BSBM, along with multiple professional licenses (Series 6, 63, 65, and 2-15), Shelly leverages her comprehensive skill set to deliver tailored financial solutions that meet the unique needs of her clients. Her passion for helping others, coupled with her strong commitment to fiduciary responsibility, sets her apart in the industry.
Beyond her professional achievements, Shelly values time spent with family and friends, enjoys homemaking, cake decorating, and travel, and is grateful for the support of her loved ones. If you're looking for a trustworthy and knowledgeable financial advisor who prioritizes your best interests, Shelly Fackler is here to help you secure your financial future.
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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.