Social Security Optimzation
Social Security is the foundation of most retirement plans. For many, it may be only 20-30% of retirement income needs but it is a valuable stream of retirement income needs. Regardless of what percentage of income it is, we would not want to lose it.
Couples, divorcees, widowers, all have claiming strategy options. Optimizing the claiming strategy could results in hundreds of thousands of additional lifetime income.
Using sophisticated software and our planning process, we help our clients choose the optimal claiming strategy based on their specific financial circumstances.
3.4 Trillion Social Security dollars will be left on the table from individuals not realizing what they are entitled to. Don’t be one who leaves valuable dollars on the table. Call for your financial review, including your personalized social security claiming strategy.