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Cincinnati Financial Advisor Chosen as 2021 National Social Security Advisor of the Year

Cincinnati Financial Advisor Chosen as 2021 National Social Security Advisor of the Year

Michael L. Hermes, CFA, CFP of HORAN was picked for educating people on Social Stability earnings maximization

CINCINNATI, April 27, 2022 /PRNewswire-PRWeb/ — The Countrywide Social Security Affiliation in Cincinnati has picked Michael L. Hermes, CFA, CFP Vice President, Wealth Advisor at HORAN Wealth Management of Cincinnati, an SEC Registered Investment decision Advisor, as its National Social Safety Advisor (NSSA) of the 12 months.

The award was announced by Marc Kiner, board member of the Nationwide Social Protection Affiliation. Kiner is companion at Leading Social Security Consulting of Cincinnati, which teaches the NSSA Social Safety training courses to advisors across the country.

“Michael has a breadth and depth of expertise when it will come to Social Safety, and he’s passionate about holistic monetary planning—with Social Safety steerage as a critical component of that photo,” stated Kiner. A lot more than 1600 people from Cincinnati, Columbus, Dayton, Ft. Mitchell, Kentucky, and across the nation have obtained Social Security education and learning by HORAN and Michael in the earlier two decades, in accordance to HORAN.

“This Social Stability education and learning has been made available to companies and purchasers by HORAN and Michael in an progressive, dynamic, online structure. We’re delighted to give this award to an advisor who is working tirelessly to educate staff and quickly-to-be retirees about how they can come across economical wellness and improve their Social Security revenue.”

The NSSA system is the nation’s first Social Safety education and learning certification software. The NSSA Advisor certificate is awarded to advisors who get the NSSA training course and pass an assessment just after likely through the system.

Hermes has assisted households and individuals in pursuit of obtaining their fiscal aims for a lot more than 10 several years. His holistic fiscal setting up strategy encompasses expense, insurance coverage, estate, tax, and education and learning preparing. His main places of experience are in Social Protection and investment management. “When it arrives to holistic economic planning, I attempt to provide each individual shopper with peace of intellect about their exceptional and particular scenario,” discussed Hermes.

Since 1948, HORAN has served as a reliable advisor presenting worker gains consulting, retirement organizing, wealth management, and lifestyle insurance plan for estate and business enterprise organizing. HORAN delivers worker gains alternatives to more than 600 businesses and its overall health and lifestyle coverage functions protect a lot more than 300,000 people today. HORAN has a sturdy regional existence with a countrywide footprint. With workplaces in Cincinnati, Columbus and Dayton, Ohio and Ft. Mitchell, Kentucky HORAN serves both equally corporate and person consumers in 48 states.

Hermes mentioned the NSSA Advisor of the Calendar year award reinforces HORAN’s motivation to equipping clients to generate a far better good quality of life for their households and staff. “It truly is an honor to be acknowledged as the National Social Protection Advisor of the calendar year. The NSSA software has offered me foundational know-how that not only separates my practice from the subject, but it has aided to establish further, a lot more impactful relationships with my clients,” extra Hermes.

Hermes is deeply engaged with his community group as a Dragonfly Basis advocate Talbert Household Ambassador Board member and a graduate of the United Way Board Orientation Management Advancement (Daring) system. Outside of Social Protection workshops, he also routinely educates clientele, associates, and group members on other economical wellness topics such as retirement readiness and financial commitment administration.

A lot more than 2,500 advisors have been awarded the Nationwide Social Safety Advisor certification considering that 2013, according to Premier husband or wife Jim Blair, a 35-12 months veteran of the Social Protection Administration.

“Considering that Social Stability is ever more complicated when it will come to single persons, surviving spouses, divorced persons, married partners, and married couples with huge age differences—among a lot of other scenarios—the NSSA system presents advisors well timed education so they can support purchasers make exceptional professing choices,” discussed Blair.

“Advisors are acquiring far more inquiries than ever, on all the things from charge-of-residing adjustments to pension-related concerns, to spousal advantages, and they need to be equipped to help purchasers successfully compute and navigate all these situational things. The very best conclusion on when and how to claim goes again to these one of a kind situations just about every individual has, which we get in touch with Situational Social Security. With the nation’s estimated 73 million baby boomers, this is additional essential than ever,” included Blair.

For extra details on HORAN, go to Call Hermes at [email protected] or at (513) 745-2165.

For much more data about the Nationwide Social Stability Advisors certification application and to see a complete listing of dates for the system, go to or speak to Kiner at (513) 247-0526.

Media Call

Marc Kiner, Premier Social Security Consulting, (513) 247-0526, [email protected]

Resource National Social Safety Affiliation