Anne Rauch and Shirley Meyer, President, of Retirement Concepts talks about seven keys to optimizing Social Security benefits.
Anne Rauch has over 20 years experience in the financial services industry. Prior to consulting for Retirement Concepts, she served as a First Vice President in the corporate headquarters for Wells Fargo Advisors (formerly A.G. Edwards) in St. Louis, Missouri. She received her BSBA from the John M. Olin School of Business, Washington University in St. Louis. In the financial services field, Anne is dedicated to educating associates and clients on difficult, and sometimes confusing, concepts.
With 32 years’ experience in the securities industry, Shirley Meyer has successfully maintained the Series 7, 6, 63 and Insurance Licenses. Over the last 32 years, Shirley’s emphasis has been in 401(k) s, annuities, Insurance products, stocks, bonds, and mutual funds. Aside from customer service, Shirley is committed to finding plans that not only make financial sense, but also fit the client’s goals for their future.
RETIREMENT CONCEPTS Shirley Meyer, President Anne Rauch, Consultant (314) 497-8070 RetirementConcepts1@yahoo.com