Meet the Founder
- Certified Financial Planner™ – CFP®
- Master of Science in Financial Planning: Kansas State University.
- Master of Business Administration: Avila University.
- Bachelor of Science in Information Science: Avila University.
Diane M. Wilson is the founder of “My Social Security Analyst, LLC”, a provider of Social Security analysis and consultation. Diane came to the financial planning field after a successful career in information technology. Realizing that the skill sets and thought processes matched, and wanting to merge her analytical skills with an innate desire to help others, she chose to pursue financial planning as a career.
Diane realized early on that many individuals search for the knowledge to make sound financial decisions, specifically when it comes to the right optimized Social Security strategy. She has dedicated herself to helping clients and Financial Planners understand and navigate the complexities of the Social Security system. Offering specialized advice in Social Security has proven to be extremely rewarding not only for Diane but, more importantly, her professional partners and clients.
In her role as a Social Security advisor, Diane provided exceptional customer support in devising Social Security claiming strategies for both consumers and financial planning professionals. Using her expertise in Social Security rules, Diane guided clients in the development of custom claiming strategies, explained Social Security rules, and assisted them in understanding the advantages and disadvantages of different claiming strategies. With extensive knowledge of the Social Security Administration’s retirement application, she assisted clients through the process of filing for retirement benefits online.
As a Retirement Services Advisor, Diane created retirement income plans for consumer clients in accordance with CFP Board Practice Standards rules. This entailed gathering and analyzing client data to determine the client’s personal financial goals, needs and priorities, as well as their current financial status. She then developed the plan and alternatives which she presented to the client, along with steps for implementation and on-going monitoring.