Roman Capital Strategies Home
Roman Capital Strategies Home
  • Home
  • Home
  • About
  • Services 
    • Investments
    • Estate Planning
    • Tax Avoidance
    • Retirement Plans
    • Risk Mitigation
    • Lifestyle Planning
  • Who We Serve
  • Resources 
    • Literature
    • Calculators
  • Client Login 
    • LPL
    • Client Portal
  • Schedule a Call

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Have A Question About This Topic?

Thank you! Oops!

Related Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Contact

Office: (517)599-5951

2378 Woodlake Dr

Suite 210

Okemos, MI 48864

jeff@ro-cap.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Jeff Roman is a Registered Representative with and Securities offered through LPL Financial, Member FINRA & SIPC.. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and Roman Capital Strategies are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, FL, IN, LA, MI, NJ, OH, OR, SC, TX, UT.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Form ADV | Form CRS | Privacy Policy