Greg Shuman, NSSA® & IRMAACP™ Advisor · Lafayette, LA
Greg Shuman
Financial Advisor, Guidents
Professional Profile
Meet Greg Shuman, a trusted Financial Advisor at Guidents in Louisiana, specializing in retirement income planning and Social Security strategies. Holding both the NSSA® and IRMAACP™ designations, Greg is well-equipped to help clients navigate the intricacies of retirement planning. His expertise ensures clients maximize their Social Security benefits in coordination with pensions, annuities, and other retirement assets.
Having earned the NSSA® designation in Social Security planning and the IRMAA Certified Planner designation, Greg Shuman is equipped to guide clients through complex Social Security and Medicare decisions.
Greg's dual designation offers significant benefits to clients by helping them understand and manage IRMAA-related Medicare costs. He specializes in coordinating Medicare, tax planning, and Social Security decisions, thereby reducing unnecessary premium surcharges and costly planning mistakes. With a dedicated focus on pre-retirees and retirees, Greg provides education-first guidance, empowering individuals and couples to make informed and confident decisions about their financial futures.
With years of experience and a deep understanding of retirement income planning, Greg helps clients avoid costly pitfalls, paving the way for a secure and dependable long-term income stream. Trust Greg Shuman to be your go-to resource for all your Social Security and retirement planning needs in Louisiana.
Disclosure
Gregory Shuman is an Investment Adviser Representative with Altitude Capital Management and a Registered Representative with Simplicity Investments. He is also a Retirement Income Certified Professional® (RICP®). Mr. Shuman is not affiliated with, endorsed by, or acting on behalf of the Social Security Administration or any government agency. Information provided is for educational purposes only and should not be considered legal or tax advice. Investment advisory services are offered through Altitude Capital Management for a fee. Insurance and annuity products are offered through Simplicity Investments, for which Mr. Shuman may receive commissions or other compensation if a product is purchased. Social Security education and analysis may be provided independently or as part of a broader retirement income planning process and is not contingent upon the purchase of any financial or insurance product.
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