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COMPLIMENTARY SOCIAL SECURITY ANALYSIS

STRATEGIES TO HELP YOU GET MORE AND KEEP MORE

Who knew there was a strategy for Social Security? As it turns out, there are many. Which one is right for you?

When it comes to Social Security benefits, it’s very important to know the facts. And if you are approaching retirement, it’s vital to thoroughly plan how to claim your Social Security benefits. As more investors become increasingly aware of Social Security claiming strategies, they find it’s not enough to simply decide when to take Social Security benefits, but also how to claim. Navigating the Social Security waters can be a daunting task.

Good news! You are not alone when it comes to making these critical decisions. Using powerful software, we analyze your unique situation and guide you on how to leverage all of the rules of Social Security to your advantage. We provide a detailed report showing your optimal claiming strategy and recommend the best solution to maximize your benefits.

Our Social Security Analysis will help answer these questions:

When should you apply for benefits?
Should one of you file and suspend?
Can/should you continue working?
Will your spouse be impacted if you receive benefits early?
Which spouse should apply first?
Will taxes make a difference?
What if you are single?
Will your benefits be reduced if received prior to Full Retirement Age?

For the average American, Social Security benefits account for about 36% of retirement income and there are many different ways to claim Social Security. Do you know which one can help maximize your lifetime benefits?

Please complete the information below to request your FREE Social Security Analysis.

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