Social Security may be the most important source of income you will have in retirement. We can help you maximize it
What we offer
We provide a personalized Social Security analysis showing which claiming strategy will maximize* your expected lifetime benefits.
What you get
We provide a detailed report which explains what Social Security benefits you are entitled to and when would be optimal to claim them.
In addition to receiving your personalized report, we provide a one-hour consultation to discuss the report and answer any questions you have about your Social Security benefits.
What it costs
$350 for a couple, $300 for an individual.
Contact Us or schedule a free introductory call to further explore how we can help you maximize your Social Security retirement benefits:
* This analysis does not coordinate with other aspects of your finances - it looks solely at maximizing Social Security without consideration of how that decision could affect your other sources of income, investments, taxes, etc.