Social Security Planning Services

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.

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 foundation of knowledge needed to help people find the most effective Social Security claiming strategies available.

When to Apply for Benefits?

Applicants must be a minimum of 61 years and 9 months old to apply for retirement benefits and may apply any time thereafter. The SSA cautions applicants to apply for benefits no more than four months before the date they want their benefit to start. Benefits generally start in the month after they are due. So, for example, if a worker is eligible for a benefit in May, he or she will likely receive their first check in June.

Make an Appointment

Complete the Homework Process

Review Your Plan for Retirement

Complimentary Workshops

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.

Call for more information.

A group in need of social security planning services in Williamsville, NY

Educational Videos

Want to know more before you schedule an appointment?
Navigate through our educational videos and write down any questions you have for our team.