Maximizing Social Security Benefits

Coordinating your Social Security strategy with how and when you tap your other accounts can add years to your portfolio longevity.

When to apply for Social Security is one of the most important decisions you'll face during your retirement.  It is difficult to understand all the complicated elements and rules that impact Social Security benefits.  If you are confused by the overwhelming complexity, YOU'RE NOT ALONE!  The Social Security Administration's personnel are prohibited from giving advice.  All they can do is reiterate numbers from their computer screen, so where can people turn?

By the time you're done working with us, you'll feel like an expert!

We do not speculate, guess, or assume.  We use advanced software to analyze and determine the most appropriate strategy for you and your family based on facts. Our recommendations are specific to you, not some generalized idea that appeals to the masses.  We'll provide a customized detailed report showing various scenarios and outcomes at different ages.  We'll identify the important what if's & how to's of claiming based on your individual circumstances.