Call: 972-619-6288

Get the Most Out of Your Hard Earned Social Security Money

Start by scheduling a free consultation and download our complementary ebook.

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Why Choose 12 Stones Financial?

We believe in empowering you with the tools and knowledge for your own financial independence, but we're also here to guide you with our expert advice.

Understanding Social Security can feel overwhelming, but seniors don’t have to navigate it alone. We offer free, personalized Social Security guidance to help you make confident decisions about when and how to file for your benefits.

Using the same proven strategies outlined in Social Security 101, we break down complex rules—such as full retirement age, spousal and survivor benefits, earnings limits, and claiming strategies—into simple, easy-to-understand steps.

Our goal is to help you maximize your lifetime benefits, avoid costly mistakes, and ensure you receive every dollar you’re entitled to. This service is always provided at no cost, with no obligation—just honest, expert support for the seniors in our community.

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What You Gain with Our Free Consultation

Personalized Guidance

Receive actionable advice tailored to your health and financial goals, lifestyle, and future plans—no generic solutions, just what works for you.

Actionable Roadmap

Walk away with a clear, step-by-step plan to improve your finances, including practical next steps you can implement immediately.

Ongoing

Support

Access continued guidance and resources after your session, so you’re never alone on your journey to financial independence.

Get Your Free Social Security 101 E-book

Download our expert-crafted ebook to jumpstart your journey towards getting the most out of your Social Security Benefits.

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Success Stories from Our Clients

“I never thought I could get out of debt so quickly. 12 Stones gave me a plan that actually worked for my family.”

— Maria L., Atlanta

“Their social security advice was spot on. I feel secure about my future for the first time in years.”

— James R., Dallas

“The team at 12 Stones made social security simple and stress-free, and I didn't have to wait all day at the social security office to get answers.”

— Priya S., San Jose

Book Your Free Consultation Now

Don't miss out on this opportunity. Schedule your session today and take the first step towards social security clarity.

Frequently Asked Questions

What happens during the free consultation?

We assess your financial situation, discuss your goals, and outline actionable next steps tailored to you.

Is there any obligation after the consultation?

No, the consultation is completely free and there is no obligation to continue with our services.

Who will I speak with?

You’ll meet with a certified financial advisor experienced in helping individuals achieve their financial goals.

How do I receive the free ebook?

After submitting your email, you’ll receive a download link for the ebook directly in your inbox.

Contact Us!

Have questions? Contact our team for more information and assistance.

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David Morris

Licensed Agent/Partner

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Scott Stanwix

Licensed Agent/Partner

Contact Us:

Phone: 972-619-6288

Email: [email protected]

Privacy Policy | Terms & Conditions

© 2025 12 Stones Financial. All rights reserved.

I am not connected with or endorsed by the United States government or the federal Medicare program. I do not offer every plan available in your area.

I currently represent 20+ Medicare Advantage and Prescription Drug plan organizations and have access to 100+ Medicare plans depending on service area. Plan availability, benefits, premiums, copayments, and provider networks vary by location and are subject to change.

Not all plans are available in all areas. Any information provided is for educational purposes only and does not constitute an offer of coverage. Enrollment in a Medicare Advantage or Prescription Drug Plan depends on contract renewal with Medicare and individual eligibility.

For a complete list of plans available in your area, please contact 1-800-MEDICARE (TTY: 1-877-486-2048), available 24 hours a day, 7 days a week, or visit www.medicare.gov.