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"What, When, Who, How? The Social Security Decisions”
Learn about strategies to use that may increase your benefits.

Since entering the financial advisory arena, Jason Doise has helped his clients achieve dreams they never thought would be possible.
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Jason Inman joined LWP as a partner in 2006 and he has over 15 years of successful experience as a financial advisor focused on helping clients accumulate wealth in tax efficient manners.
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Registered representatives of and securities products offered through OneAmerica Securities, Inc. Member FINRA, SIPC, a Registered Investment Advisor, 4600 Sherwood Commons Blvd. Suite 201 Baton Rouge LA 70816 (225) 246-2597. Insurance representative of American United Life Insurance Company® (AUL) and of other insurance companies. Legacy Wealth Partners is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.

Legacy Wealth Partners has representatives who are licensed and authorized to conduct life insurance business in AL, LA and VA. Legacy Wealth Partners also has representatives who are licensed and authorized to conduct securities related business in AL, CO, LA, MS and PA. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Neither OneAmerica Securities, AUL, Legacy Wealth Partners, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

Guarantees are subject to the claims paying ability of the issuing insurance company.

Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any governmental agency.

Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.

In the event of a withdrawal or distribution, interest earned on an annuity is taxed as ordinary income. Withdrawals or distributions made prior to age 59½ may be subject to a 10 percent income tax penalty.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax, legal, fiduciary or investment advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

In the event of a withdrawal or distribution, interest earned on an annuity is taxed as ordinary income.  Withdrawals or distributions made prior to age 59½ may be subject to a 10 percent income tax penalty.

Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.