Heather Schreiber, RICP®, Social Security Expert

Meet Heather Schreiber, RICP®, Social Security Expert

Experience, Recognition, Background

With over 20 years in the industry, Heather has worked within the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank and one of the largest FMOs in the country.

Heather’s breadth of knowledge extends far beyond Social Security planning and includes retirement income distribution strategies, charitable giving, the rules that govern qualified plans and IRAs, multi-generational planning, tax mitigation techniques, and IRS reporting issues to name a few.

Heather Schreiber's Retirement Expertise

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With a focus on holistic planning, Heather Schreiber, RICP®, prides herself in her ability to customize potential solutions to meet the needs of each client or prospect as well as her ability to turn complex strategies into easy to understand terms.

Heather Schreiber is frequently asked to speak at industry events, radio programs, recruiting webinars and created and led a series of bi-annual 2 ½ day intensive training events for elite advisors on effectively weaving Social Security planning into their sales process.

Heather’s enthusiasm for her craft and those with whom she partners extends beyond the knowledge that she has gained through a career dedicated to helping financial professionals create retirement income solutions for their clients; she is the consummate educator and loves to teach financial professionals as well as their strategic partners new strategies to help their clients move into an informed retirement with a greater sense of confidence. 

Contact Us About Hiring Heather Schreiber, RICP®

"Social Security is an integral part of retirement income for the majority of Americans especially now that pensions are practically non-existent. It is important to explore opportunities to enhance retirement income for our clients."
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