Carrie Lockwood, RSSA
Hartwood Insurance is an independent insurance agency specializing in Senior Insurance Solutions. We work with dozens of insurance companies so we can offer our clients appropriate coverage for them. Our clients are located all across Ohio, giving us a great feel for the insurance landscape. We design plans with a focus on low costs, and proper benefit structure, which we combine with personalized insurance advice aimed at helping our clients make better-informed decisions.
Our mission is to provide seniors & Businesses with assistance in understanding and making the right decisions when it comes to insurance. We have the skills, knowledge, and experience to help meet our client's established goals. Our personal goal is to become a lifetime resource for our clients and give them greater confidence in choosing their insurance plan.
Carrie is a Registered Social Security Analyst (RSSA). This is an elite group of Financial Professionals who are educated and trained to the highest standards to assist clients in optimizing and maximizing their Social Security benefits. With 10,000 people a day reaching retirement age, the demand for expert advice for Social Security claiming is unprecedented. Carrie is eager to help retirees maximize their Social Security benefits. She will work with you to consider your unique circumstances as well as the applicable rules and she will analyze all of their claiming options to uncover the optimal strategy to maximize your Social Security income. Carrie looks forward to working with you to help you receive every dollar that you have earned and are entitled to.
