Are You Receiving All of The RetirementSocial Security Benefits You Deserve?



Maximize Your Social Security Retirement BenefitsBorn Before 1954?
Claim Every Dollar You Are Entitled To.


Recent changes to Social Security mean that time is running out on your ability to take advantage of the last, best remaining Social Security spousal strategy.

Don't leave money on the table!

If you are married, divorced or widowed and were born on or before Jan 1, 1954, you need to act now to learn how to maximize your Social Security retirement benefit, before it is too late.

Don't file for benefits until you know for certain that you are maximizing your benefit and taking advantage of every best scenario possible.

 
 

Powerful strategies called “Restricted Application” or “Claim Now, Claim More Later” are still in play but are beneficial for only for a little while longer.

Don’t leave money on the table.

Deciding when to file for Social Security benefits can have a profound impact on your net worth.Here are a few examples.


There is no one-size-fits-all strategyfor social security benefits.



Frankly, there is just too much at stake. Social Security retirement benefit should be called a Million Dollar Benefit, because for many of us over our lifetime, that is exactly what it can be, a million dollar benefit. And making certain that you are getting every last dollar that you are entitled to, just makes plain good sense.

Coordinating spousal benefits is one of the most important and complex areas of Social Security planning there is. And for single people, it’s equally important to understand your options and the impact of early or later claiming on your benefits.


Folks nearing retirement have questions and need good, unbiased advice. When should I apply? What if I divorce or remarry? How much more will I collect if I wait?


Find out the critical information you need to know to make the most of your retirement benefits.

 

Our ServicesWe provide two ways to help you reach your goals.


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Social Security Claiming Analysis

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Social Security Filing Assistance

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The filing process is complicated enoughWe like to keep things simple. Here’s how:


  • Step 1: Select & Pay for Your Service

  • Step 2: Submit Client Agreement & Data Gathering Form

  • Step 3: Schedule a Meeting via the Online Calendar Tool

  • Step 4: Meet to Review Analysis and Receive PDF Version of Your Report

You’ve got questionsCheck out our answers