Client Edition · for professionals
Give your pre-retiree clients a plain-English Social Security application guide, with your name on it.
A 28-page illustrated guide your clients will actually use, co-branded with your logo and contact page. Checked against official SSA sources and dated, so it is easy to review for compliance.
The review copy is the complete guide plus pricing. Free, delivered by email instantly.
Who it's for
One guide, four ways to use it
Financial advisors
A helpful reason to contact pre-retiree clients and prospects, and to stay top of mind at a big decision point.
Medicare & life agents
A leave-behind after appointments. Your number is on the back when clients are ready for the next conversation.
CPAs & tax preparers
A ready answer when clients ask how to apply, so your team doesn't explain it from scratch every time.
Estate-planning attorneys
A thoughtful resource for clients and the adult children helping them, with no extra staff time.
Client Edition pricing
Simple licenses. No subscription traps.
Starter
- Share up to 25 copies with your clients
- Standard cover
- Delivered instantly
Practice
- Unlimited client copies for 12 months
- Your logo on the cover, your contact page on the back
- Co-branded PDF within 3 business days
- Updated editions during your year
- Renewal is optional, never automatic
Firm
- Every advisor or agent in your firm
- Custom cover for your firm
- Annual updated edition
- Invoice billing available
All plans: 30-day money-back guarantee. Purchases are processed securely by Payhip; your download link is emailed immediately.
Compliance-friendly
Built to pass review
- Educational only: no claiming-age, legal, tax or investment advice
- Clearly independent: not affiliated with or endorsed by SSA
- Every page cites the official SSA source it is based on
- Each edition is dated (current: October 2026)
- Free review copy for your compliance team before you buy
How it works
Three steps
- Review: download the free review copy and share it with compliance.
- Buy: choose a plan; the guide downloads instantly.
- Brand: reply with your logo and contact details; your co-branded edition arrives within 3 business days.
License terms: share with your own clients and prospects; no resale or public posting. Full terms.
About
Who's behind Clear Retirement Guides
Clear Retirement Guides is published by RoseCreek Capital, owned by Mark Stowers. We make plain-English, independent guides that help people get through government benefit paperwork with less stress, and help the professionals who serve them add value without adding staff time.
RoseCreek Capital
242 Chadwyck Ln, Canton, GA 30115
678-656-6699 · [email protected]