Biran Herndon, President of Elite Tax Advisory Services, LLC, Discusses His Approach to Helping His Clients with Financial Planning.
During the interview, Biran discusses how Social Security is a necessary part of a comprehensive retirement income strategy. There are important considerations before choosing to claim early. Working with a financial professional is crucial in coordinating these types of benefits.
Biran explained that “I am very excited to be bringing this education to people planning for their retirement since Social Security drawdown is such a vital piece of their retirement plan.”
Herndon continued, “planning for retirement really should begin ten years before retirement age and involves more than merely filling in the blanks on a form to make social security elections. Working with a qualified financial professional who focuses on Social Security will give you the best strategy for your specific situation.”
About Biran Herndon
Biran Herndon specializes in strategic financial & tax planning for business owners, real estate investors, and medium to high net worth individuals. He is a Certified Tax Master and member of the Tax Master’s Network, who integrates both disciplines into a holistic, client-centered approach towards maximizing your after-tax income and wealth. Biran graduated from ITT Technical College. He started his career in the tax industry, working with H & R Block at the age of 17, working as a quality control and return reviewer. He became one of their youngest office managers and ran one of their Premium tax offices. He then joined one of the top financial firms in Orlando as their Advanced Tax And Estate Planning Director, where he helped high net-worth individuals, real estate investors, and business owners legally reduce their tax liabilities and protect their wealth.
In 2005, He left corporate America to start his boutique fee-based, tax-focused; financial & tax advisory/planning practice.
Biran lives in Melbourne, FL, with his wife Michele and enjoys reading and travel.
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