William Meyer - Social Security Solutions

    Deciding how to claim Social Security is arguably one of the largest financial decisions a person will make in his or her lifetime. Alarmingly, Americans are collectively foregoing billions of dollars in lifetime income because they are not well-informed about the choices available to them. Realizing people need help with this important decision, we made a commitment to do the research necessary to provide solid education, guidance, and tools needed to assist someone in making sound, informed decisions about when to start their Social Security benefits. Throughout his career, William Meyer has looked for new ways to deliver higher quality advice to people in retirement. He has a unique combination of experiences in leading the design and launch of innovative client centric services and products, as well as leveraging technology in service offerings. Early in Bill's career, he learned financial planning techniques for the affluent, and has strived to apply those insights to all households regardless of wealth. He has a track record of successfully developing products and services in executive leadership roles at H&R Block, Advisor Software, and Charles Schwab.