The Ultimate Guide to Boosting Your
Social Security Benefits
PLUS
Comprehensive Planning, Advice & Education
A proven way to help secure your financial
future with expert guidance.
The Ultimate Guide to Boosting Your
Social Security Benefits
PLUS
Comprehensive Planning, Advice & Education
A proven way to help secure your financial
future with expert guidance.
Master the New Rules of Social Security, Taxes, IRAs & More: Secure Your Retirement Benefits!
If you're one of the millions of Americans already receiving or planning to apply for Social Security benefits, understanding how Social Security works is a crucial—but often confusing—part of retirement planning.
This essential program will equip you with the most up-to-date information on new rules and laws that could impact the amount of your retirement benefits, along with strategies for seamlessly integrating Social Security with other retirement income sources.
Master the New Rules of Social Security, Taxes, IRAs & More: Secure Your Retirement Benefits!
If you're one of the millions of Americans already receiving or planning to apply for Social Security benefits, understanding how Social Security works is a crucial—but often confusing—part of retirement planning.
This essential program will equip you with the most up-to-date information on new rules and laws that could impact the amount of your retirement benefits, along with strategies for seamlessly integrating Social Security with other retirement income sources.
Top Strategies for Retirement Planning and Social Security Success
How to integrate Social Security with other income streams for a balanced retirement plan.
The role of healthcare costs & Medicare in your retirement strategy.
Learn the six options available for your retirement accounts when leaving your employer.
How taxes impact your retirement and strategies to reduce your lifetime tax bills.
Steps to create a personalized Social Security claiming strategy.
Top Strategies for Retirement Planning and Social Security Success
How to integrate Social Security with other income streams for a balanced retirement plan.
The role of healthcare costs & Medicare in your retirement strategy.
Learn the six options available for your retirement accounts when leaving your employer.
How taxes impact your retirement and strategies to reduce your lifetime tax bills.
Steps to create a personalized Social Security claiming strategy.
Unlock the Secrets to Maximizing Your Social Security and Retirement Savings Benefits!
Are you ready to make the most of your Social Security benefits AND retirement savings? Whether you're approaching retirement or already retired, understanding how to optimize your benefits is crucial.
In this MASTER PROGRAM, you'll learn:
Smart Strategies for maximizing your Social Security income.
When and How to File to get the most out of your benefits.
The latest changes to Social Security in 2025 and beyond.
Tips on minimizing taxes on your savings.
How your investments and earnings can affect your Medicare.
Surviving market fluctuations: Investment strategies for uncertain times.
How to plan for LTC and passing on WEATLH.
Unlock the Secrets to Maximizing Your Social Security Benefits!
Are you ready to make the most of your Social Security benefits? Whether you're approaching retirement or already collecting, understanding how to optimize your benefits is crucial.
In this MASTER PROGRAM, you'll learn:
Smart Strategies for maximizing your Social Security income.
When and How to File to get the most out of your benefits.
The latest changes to Social Security in 2025and beyond.
Tips on minimizing taxes on your savings.
How your investments and earnings can affect your Medicare.
Surviving market fluctuations: Investment strategies for uncertain times.
How to plan for LTC and passing on WEATLH.
Choose Your Plan
The (DIY) Savvy
Retirement Club
FREE
(A $500/YR Value)
7 Full & Engaging Courses
5 On-Demand SS Webinars
28 Social Security Whitepapers
20+ New Checklists to help Increase Benefits
Topics include: classes for IRAs, Long-Term Care, Taxes, Medicare, and More!
No Contracts - Cancel Anytime
THE Confident
iNNER cIRCLE
$500/QTR
All the perks of the DIY Program
Quarterly Group Coaching Sessions via 1 hour Zoom Meetings
Personalized Financial Plan with Annual Review
Financial Planning Portal Access
Social Security Claiming Report
Annual Income Tax Analysis Report
FREE for clients of the FIRM
Financial Planning Contract - Cancel Anytime
Choose Your Plan
The (DIY) Savvy retirement club
FREE
(A $500/YR Value)
7 Full & Engaging Courses
5 On-Demand SS Webinars
28 Social Security Whitepapers
20+ New Checklists to help Increase Benefits
Topics include classes for IRAs, Long-Term Care, Taxes, Medicare, and More!
No Contracts - Cancel Anytime
THE Confident
iNNER cIRCLE
$500/QTR.
All the perks of the DIY Program
Quarterly Group Coaching Sessions via 1 hour Zoom Meetings
Personalized Financial Plan with Annual Review
Financial Planning Portal Access
Social Security Claiming Report
Annual Income Tax Analysis Report
FREE for clients of the FIRM
Financial Planning Contract
Cancel Anytime
Host & Master Teacher:
Jarrod Null, MS, CFP®, ABFPTM, CRPC®
A trusted expert in retirement planning, Jarrod will guide you through the complexities of Social Security and provide valuable strategies for all retirement planning topics to help you better secure your financial future.
What do other advisors charge for these programs?
• The Savvy Retirement Club isn’t being offered publicly anywhere else!!!
(Makes this program priceless by itself… but it could easily be valued at a $100/mo. membership fee in today's world. You can join this program today for absolutely FREE.)
Confident Inner Circle Benefits
• Financial Plans: $2,500 - $10,000 for the same plan we’re offering you.
(They also typically charge a $2,000+ annual maintenance fee to service the plan thereafter.)
• Social Security Claiming Reports: $250 - $750 for the same report.
•Income Tax Analysis Reports: $500 - $2,500 for the same reports.
• Quarterly Coaching Calls: usually only available to fee only clients with millions in investable assets.
• The average value of being a member of our Confident Inner Circle is $8,250+.
You can join the Savvy Retirement Club for free
OR
Join the Confident Inner Circle for only $2,000 per year.
(Clients Get FREE ACCESS to the Confident Inner Circle!!)
Don't miss out on this opportunity to secure your financial future with expert insights into Social Security, IRAs, LTC, Medicare, Taxes, and all aspects of Retirement Planning!
Join today and take control of your retirement!
Host & Master Teacher:
Jarrod Null, CFP®, ABFP, CRPC®
A trusted expert in retirement planning, Jarrod will guide you through the complexities of Social Security and provide valuable strategies for all retirement planning topics to help you better secure your financial future.
What do other advisors charge for these programs?
• The Savvy Retirement Club
isn’t being offered publicly anywhere else!!!
(Makes this program priceless by itself… but it could easily be valued at a $100/mo. membership fee in today's world. You can join this program today for absolutely FREE.)
Confident Inner Circle Benefits
• Financial Plans: $2,500 - $10,000 for the same plan we’re offering you.
(They also typically charge a $2,000+ annual maintenance fee to service the plan thereafter.)
• Social Security Claiming Reports: $250 - $750 for the same report.
•Income Tax Analysis Reports: $500 - $2,500 for the same reports.
• Quarterly Coaching Calls: usually only available to fee only clients with millions in investable assets.
• The average value of being a member of our Confident Inner Circle is $8,250+.
You can join the Savvy Retirement Club for free
OR
Join the Confident Inner Circle for only $2,000 per year.
(FREE for Clients)
Don't miss out on this opportunity to secure your financial future with expert insights into Social Security, IRAs, LTC, Medicare, Taxes, and all aspects of Retirement Planning!
Join today and take control of your retirement!
Frequently Asked Questions
Tell us more about Jarrod...
A proven source of financial wisdom and champion for secure retirements, Jarrod Null is more than a financial advisor; he's a trusted professional, guiding the paths of countless families in East Texas and beyond. Since 2007, Jarrod has become a specialist in his industry, marked by his CFP®, CRPC® and ABFP™ designations. The beginning of his career was spent with a family firm, where he helped clients protect their financial futures for over 16 years.
Jarrod's personal journey began in Corsicana, Texas, where he cultivated his roots on the family farm. After college, he settled in Nacogdoches County and is raising his own family there. He and his wife Laura are proud parents to three wonderful children—Halle, Caleb, and Audrey. Their shared passions include baseball, basketball, snow skiing, hunting, fishing, and a love for the outdoors. He is known in his community as a trusted financial counselor, devoted family man, supporter of education, youth baseball coach, and a member of Grace Bible Church.
For Jarrod, the drive to enter retirement planning was fueled by a passion for helping individuals achieve financial success. His ongoing motivation comes from the joy derived from liberating clients from financial worries, the fulfillment of stewarding his skills, and the ability to help ensure financial security in retirement. In July 2024 he founded Confidently Retired Financial Planning.
Specializing in custom, holistic planning for individuals on the cusp of or in retirement, Jarrod's expertise spans a multitude of financial facets including tax minimization, estate planning, investment strategies, and insurance planning. His advice, rooted in fiduciary principles, brings hope to those navigating the complexities of retirement planning. His philosophy and approach have helped hundreds of families implement safe money principles and reduce their lifetime tax bills. Clients describe Jarrod as more than just a helpful advisor—using words like proactive, loyal, insightful, friendly, and caring. Their descriptions testify that for him, being a financial advisor is not merely a profession, but a true calling.
What is Jarrod's own educational background?
Master's Degree in Personal Financial Planning (College For Financial Planning - Denver, CO)
Bachelor's Degree in Business Administration (Stephen F. Austin State University - Nacogdoches, TX)
Associate's Degree in General Science (Navarro College - Corsicana, TX)
Can I Upgrade Later?
Yes... If you choose to start with the DIY program and want to upgrade to the Confident Inner Circle at a later date, we will provide instructions in the portal to complete the upgrade process to join the inner circle.
Is Jarrod a Fiduciary & is Your Firm Accepting New Clients?
Yes & Yes! Jarrod is held to a fiduciary standard (acting in his clients' best interest) by his Investment Advisor Representative license and his Certified Financial Planner designation. We are also accepting clients on a limited basis from our Confident Inner Circle program.
Frequently Asked Questions
Tell us more about Jarrod...
A proven source of financial wisdom and champion for secure retirements, Jarrod Null is more than a financial advisor; he's a trusted professional, guiding the paths of countless families in East Texas and beyond. Since 2007, Jarrod has become a specialist in his industry, marked by his CFP®, CRPC® and ABFP™ designations. The beginning of his career was spent with a family firm, where he helped clients protect their financial futures for over 16 years.
Jarrod's personal journey began in Corsicana, Texas, where he cultivated his roots on the family farm. After college, he settled in Nacogdoches County and is raising his own family there. He and his wife Laura are proud parents to three wonderful children—Halle, Caleb, and Audrey. Their shared passions include baseball, basketball, snow skiing, hunting, fishing, and a love for the outdoors. He is known in his community as a trusted financial counselor, devoted family man, supporter of education, youth baseball coach, and a member of Grace Bible Church.
For Jarrod, the drive to enter retirement planning was fueled by a passion for helping individuals achieve financial success. His ongoing motivation comes from the joy derived from liberating clients from financial worries, the fulfillment of stewarding his skills, and the ability to help ensure financial security in retirement. In July 2024 he founded Confidently Retired Financial Planning.
Specializing in custom, holistic planning for individuals on the cusp of or in retirement, Jarrod's expertise spans a multitude of financial facets including tax minimization, estate planning, investment strategies, and insurance planning. His advice, rooted in fiduciary principles, brings hope to those navigating the complexities of retirement planning. His philosophy and approach have helped hundreds of families implement safe money principles and reduce their lifetime tax bills. Clients describe Jarrod as more than just a helpful advisor—using words like proactive, loyal, insightful, friendly, and caring. Their descriptions testify that for him, being a financial advisor is not merely a profession, but a true calling.
What is Jarrod's own educational background?
Master's Degree in Personal Financial Planning (College For Financial Planning - Denver, CO)
Bachelor's Degree in Business Administration (Stephen F. Austin State University - Nacogdoches, TX)
Associate's Degree in General Science (Navarro College - Corsicana, TX)
Can I Upgrade Later?
Yes... If you choose to start with the DIY program and want to upgrade to the Confident Inner Circle at a later date, we will apply your DIY membership fee towards your inner circle membership fee.
Is Jarrod a Fiduciary & is Your Firm Accepting New Clients?
Yes & Yes! Jarrod is held to a fiduciary standard (acting in his clients' best interest) by his Investment Advisor Representative license and his Certified Financial Planner designation. We are also accepting clients on a limited basis from our Confident Inner Circle program.
Testimonials
We enjoy working with Jarrod because he shares our Christian values and he is dependable to do what he says he will do. We also enjoy working with the entire Confidently Retired team as they all work together to meet our needs. Prior to working with Jarrod, our money just sat in the bank and didn’t grow. Now we have reached and even exceeded our goals for retirement! Jarrod provides understandable answers to our questions and treats us as individuals. Other companies we worked with did not provide that level of personal support and really never knew much about us, individually. Thanks to Jarrod and his team, we are confidently retired!
Bob & Janice B.
We worked and saved hard for 35+ years. We accumulated, and self managed, a nice nest egg, but it would have been bigger if we had had Jarrod from the start. We attended a class on investing and retirement that Jarrod taught and were impressed. We have been clients now for 8+ years and have complete confidence in him. He is extremely knowledgeable & explains complex options so we can understand them. He keeps our investments safe, but growing. We quit worrying about our investments the day we had our first consultation with Jarrod. Jarrod is our designated caretaker; we don’t do that any more. We highly recommend Jarrod and his firm.
John & Karen P.
Testimonials
We enjoy working with Jarrod because he shares our Christian values and he is dependable to do what he says he will do. We also enjoy working with the entire Confidently Retired team as they all work together to meet our needs. Prior to working with Jarrod, our money just sat in the bank and didn’t grow. Now we have reached and even exceeded our goals for retirement! Jarrod provides understandable answers to our questions and treats us as individuals. Other companies we worked with did not provide that level of personal support and really never knew much about us, individually. Thanks to Jarrod and his team, we are confidently retired!
Bob & Janice B.
We worked and saved hard for 35+ years. We accumulated, and self managed, a nice nest egg, but it would have been bigger if we had had Jarrod from the start. We attended a class on investing and retirement that Jarrod taught and were impressed. We have been clients now for 8+ years and have complete confidence in him. He is extremely knowledgeable & explains complex options so we can understand them. He keeps our investments safe, but growing. We quit worrying about our investments the day we had our first consultation with Jarrod. Jarrod is our designated caretaker; we don’t do that any more. We highly recommend Jarrod and his firm.
John & Karen P.
Testimonials
After forty years of self-management of my 401 K and Individual Retirement accounts I was approaching my retirement date with uncertainty and trepidation. We attended one of Jarrod Null’s educational dinner events in 2018 and made an appointment afterward to schedule a personal consultation. We were impressed with Jarrod’s grasp of our situation in that consultation and how he was able to turn uncertainty to confidence. He showed us how we could avoid some stock market fluctuations and still earn growth that would sustain us in our lifestyle that we enjoyed while working. His knowledge of the many aspects of financial and estate planning left us with a peace of mind that we had not known while working with a broker and managing our own assets. We have now enjoyed four years of active retirement; we are traveling and spending time with friends and family. You might say, thanks to Jarrod Null, we are Confidently Retired.
Mike & April J.
Jarrod, thank you so much for taking our account and managing it so efficiently. We are so pleased with the decisions you have made and the way you have taken care of our family. The increase in our assets has been greatly appreciated. You have always gone above and beyond to handle our business wisely.
Joylea L.
Testimonials
After forty years of self-management of my 401 K and Individual Retirement accounts I was approaching my retirement date with uncertainty and trepidation. We attended one of Jarrod Null’s educational dinner events in 2018 and made an appointment afterward to schedule a personal consultation. We were impressed with Jarrod’s grasp of our situation in that consultation and how he was able to turn uncertainty to confidence. He showed us how we could avoid some stock market fluctuations and still earn growth that would sustain us in our lifestyle that we enjoyed while working. His knowledge of the many aspects of financial and estate planning left us with a peace of mind that we had not known while working with a broker and managing our own assets. We have now enjoyed four years of active retirement; we are traveling and spending time with friends and family. You might say, thanks to Jarrod Null, we are Confidently Retired.
Mike & April J.
Jarrod, thank you so much for taking our account and managing it so efficiently. We are so pleased with the decisions you have made and the way you have taken care of our family. The increase in our assets has
been greatly appreciated. You have always gone above and beyond to handle our
business wisely.
Joylea L.
Location:
2400 N. Stallings Dr. Suite 303, Nacogdoches TX 75964
Call:
(936) 303-0308
Email:
Site:
www.confidentlyretired.com
© Copyright Confidently Retired Financial Planning 2025. All rights reserved.
Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Testimonials are from actual, uncompensated clients.
Address: 2400 N. Stallings Dr. Suite 303, Nacogdoches TX 75964
Call (936) 303-0308
Email:
Site: www.confidentlyretired.com