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Dave Giertz is Educating Clients on Retirement Planning


Dave Giertz is the President of Nationwide Financial Distributers at Nationwide Financial. Many people say that their financial advisors don’t really mention much about saving for retirement or social security to them when they are building their savings portfolio. Yet, 4 out of 5 people believe that it is important enough to know about social security that if their advisor wasn’t open about this issue that they should change advisors. David Giertz sites the complexity of the social security handbook and the 2700+ laws in it a reason as to why advisors are not addressing this with their investors. For some people, social security will be up to 40% of their retirement income, so it’s vital for investors to discuss this massive part of someone’s retirement life with them. Otherwise, if these advisors don’t talk about this stuff with people these people will also move on to new advisors who help them answer their retirement questions on ideamensch.com.

David Giertz is a business leader who originally graduated from Millikin University with a BA degree and then the University of Miami with an MBA degree. Giertz majored in and specialized in business and now works for National Financial. Giertz lives in Columbus, Ohio where he currently works with the National Financial banks. Giertz works in various aspects of financial sectors including private-sector retirement plans, life insurance, annuities, specialty markets, mutual funds (through banks), independent brokers/dealers, regional firms, and warehouses to name a few various avenues of finance that Dave Giertz is experienced in.

Dave Giertz has worked in the finance industry for over 30 years and has been involved in a number of community organizations including a position on the Board of Trustees with Millikin University and has also been an industry arbitrator for FINRA at http://www.bloomberg.com/research/stocks/private/person.asp?personId=232405062&privcapId=3611386. Dave Giertz now talks about how people taking social security too early can cost an individual up to $300,000/25 years later in life if the people live long enough. Giertz also raises awareness of other mistakes people make when planning for retirement to ensure that clients of his own and other personal advisors are making the best choices they can regarding their futures to make their lives comfortable as possible.

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