Surefire Financial INC.

Team Spotlight: Meet Trenton Southworth 🧭
Vice President | SureFire Financial INC.

At SureFire Financial, we believe peace of mind starts with the right people by your side—and Trenton Southworth is one of the best in the business.

As our Vice President and a licensed insurance strategist, Trenton brings a rare blend of grit, heart, and precision to everything he does. From Medicare and life insurance to retirement income planning, he has a gift for making the complex feel simple—and he’s breaking production records while doing it.

Born and raised on the Treasure Coast, Trenton deeply values people and community. He knows the area, understands the families he serves, and shows up with a heart for long-term relationships built on trust.

Every day, he’s surpassing his own benchmarks and raising the bar—not just for himself, but for what clients should expect from a financial professional.

Outside the office, Trenton is a dedicated dad and an amateur fighter who trains in mixed martial arts. Whether in the gym or at home with his family, he brings the same discipline and heart to every role he plays.

🤝 Local roots. Trusted guidance.
Connect with Trenton—serving families across the Treasure Coast at surefirefinancial.com

If your retirement strategy feels like a black box—
It’s time to open it.

✨ Clarity is underrated.
✨ Simplicity is powerful.
✨ Confidence comes from knowing what’s actually working for you.

Most people don’t need 17 accounts or the perfect investment—they need to know:
✅ Where their income will come from
✅ What taxes they’ll owe
✅ And what happens if life doesn’t go as planned

You deserve to feel informed and in control—not overwhelmed.

🧭 Message me “CLARITY” and I’ll send over a 2-minute Retirement Snapshot tool that helps you see where you stand.

🧓💸 Most Retirees Leave Money on the Table… Are You One of Them?

If you’re between 55–70, this might be the most important money move you make in 2025.

We all know Social Security is a big part of retirement income—but few people realize how much money they could be missing out on simply because of when and how they claim their benefits.

Here are 3 smart strategies that could help you keep more of what you’ve earned:

👇👇👇

🔹 1. Bridge the Gap with Strategic Withdrawals
Instead of claiming early, use savings (like IRAs or brokerage accounts) to delay Social Security. Every year you wait = 8% more for life.
Bonus: You could lower your tax bill AND open a window for Roth conversions.

🔹 2. Spousal Split Strategy
One spouse claims early, the other delays. This creates early income without sacrificing long-term growth and protects the higher survivor benefit later on.
💡 Especially important for women who may outlive their partners.

🔹 3. Avoid the Tax Torpedo
Yes—your Social Security can be taxed! Up to 85% of it.
Withdraw too much from pre-tax accounts, and you could end up paying more in taxes than expected.
The fix? Blend Roth income, use Qualified Charitable Distributions (QCDs), or stagger income to manage your MAGI.

🧠 Bonus Insight:
When you have a clear plan, it’s not just about the money—you get peace of mind. You stop second-guessing and start enjoying retirement on your terms.

🎯 Want a personal Social Security strategy session?
Drop a comment below or message me “SOC SEC” and I’ll send you the guide.
Or book directly here: https://calendly.com/surefirefinancial/socialsecurityanalysis