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Social Security

Retire with confidence that you will be financially healthy

Social Security continues to play a critical role in a retirement strategy. It can also be overwhelming and sometimes confusing. Our financial representatives will be there for you during every step of Social Security, from the planning phase to the distribution.

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Celebrating retirement

We can help answer some of the most frequently asked questions:

  • How to qualify
  • Which members of your family get benefits
  • When you should apply for benefits
  • Calculating how much you need to save

Learn more about Social Security benefits in a virtual or in-person seminar. Check out our upcoming seminars.

 

Planning ahead for retirement

Get Started

Our focus is you and ensuring you will retire with confidence and stability. Don’t miss a beat when you retire: create your customized retirement plan with your local CMFA representative today.

Call (888) 597-4516

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Working with a financial advisor

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Magnifi Financial Credit Union and Central Minnesota Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Central Minnesota Financial Advisors, and may also be employees of Magnifi Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Magnifi Financial or Central Minnesota Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency

Not Credit Union
Guaranteed

Not Credit Union
Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.