Social Security Planning
We believe that the mere knowledge of 7 or 8 “simple secrets” to Social Security is NOT enough in choosing the most suitable time to claim Social Security benefits. Calculators that render maximum lifetime benefit and breakeven points should NOT be the only tool used to make the decision on starting this Guaranteed, Inflation Adjusted, Tax Favorable and LIFETIME income stream. In other words claiming Social Security benefits should NOT be made by trying to guess how long you’ll live!
We help you make the Social Security claiming decision by taking into account your retirement readiness, assessing the “bigger picture” of your life and blending this choice with the pension options and wealth management decisions you are facing. We believe we can help make Social Security the cornerstone of your retirement income.
Our thorough approach differentiates us from those who that will simply ride your emotional wave to claim or not to claim. It differentiates us from those that will simply try to dazzle you with numeric and longevity analyses.
When it comes to Social Security, we believe people need MORE than information. They need prudent advice on how to build a retirement income plan that works and the role Social Security and its various filing options play in attaining financial stability for the remainder of their lives.
We will use a homework process to get to know you and advanced financial software to paint a clear picture of where you are and where you are heading financially. Whether you are single, married, widowed or divorced, we can inform you about the many facets of this powerful benefit and empower you to make the best decision.
We have advisors with the Certified in Social Security Claiming Strategies designation and the deep foundational knowledge needed to help people find the most effective Social Security claiming strategies available.
Let us help YOU!