Watch This Video Learn How To Get The Most From Social Security Perhaps As Much As $250,000 More

About David & Sherri

Let's Meet

Radio talk show host and president of Legacy Financial Strategies, Inc., David A. Gollner, and co-host, Sherri Marini, have more than fifty years of professional financial insight and experience that makes “Helping you enjoy and protect your nest egg” a reality.  

David is a Master Certified Estate Planner™, Registered Financial Consultant®, Registered Tax Preparer, graduate of Youngstown University and the IRA Institute. He’s an associate member of the American Bar Association and the Mahoning-Shenango Valley Estate Planning Council. 

Sherri is a Certified Estate Planner™, Investment Advisor, holds a BA from Slippery Rock University, Master’s Degree from the University of Pittsburgh and possesses a wealth of wisdom gleaned from her hands-on experiences working with multiple government agencies locally and in Washington, D.C. 

David, passionate about advocating for the “Mom and Pop working people”, founded Legacy Financial Strategies with the goal of growing and preserving their retirement through sound financial advice and solutions for pre-retirees, retirees, small business owners and professionals.  

Sherri, disillusioned with government bureaucracies, began her financial planning career in 1999 and soon joined her father, realizing she also has a passion for helping others. 

The father and daughter team offer experience, knowledge, compassion and multiple strategies managing wealth for performance and protection. They specialize in helping you realize your choices and maximize your retirement income through distribution, long-term care, tax, legacy and Social Security income planning. 

As your trusted advisors, Sherri and David advocate, educate and motivate you to prepare a nest egg that will last a lifetime.

Schedule An Appointment for Your Complimentary Social Security Maximization Report

In this report, you'll discover...

  • Exactly how and when to claim your social security benefits.
  • How to coordinate claiming your benefits with your spouse. 
  • How to ensure your family continues to receive your benefits after you pass away.
  • Other lucrative strategies that you could be eligible for. 
  • Plus, how to avoid one of the many social security “gotchas” that could cost you thousands of dollars!
SCHEDULE AN APPOINTMENT

Social Security Report

Social Security is enormously complex. Making correct decisions could potentially mean tens of thousands of additional dollars in retirement.

Complimentary Ebook: 12 Secrets To Maximizing Your Social Security Benefits Under The New Rules

In this eBook you will learn...

  • How to receive the largest Social Security check possible.
  • Considerations for when and how to file for your benefits.
  • The many pitfalls that need to be avoided when filing.
  • The steps needed to achieve your maximum lifetime income.
  • And much, much more! 

Test Your Knowledge About Social Security 

Contact Us

Still have concerns about your financial future? Our team is here to help. You're one click away from expert answers to your most critical retirement questions.

Address: Legacy Financial Strategies, Inc. 3087 Innovation Way Hermitage, PA 16148  

Call Us: Phone: 724-983-1617 Toll Free: 800-264-4963  

Website: www.leavealegacy.com www.innovationtaxservice.com