Social Security Claiming Analysis


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The intent of this service is to maximize a client’s Social Security retirement benefits by utilizing any available strategy and to educate the client of the impact of different possible claiming strategies to help them make an informed claiming decision.

We collect information pertaining to a client’s current financial situation, their financial and personal goals, work plans, current and prior marital status and the state of their health as

these areas have the greatest impact on recommendations for Social Security claiming strategies. This service includes up to 1.5 hours with the advisor reviewing collected information, creating and providing a report showing claiming options, and reviewing the report with the client.

After completion of this service, it is client’s responsibility to implement chosen strategy and follow-up with the Social Security administration to ensure that the strategy was properly implemented.


Cost: $450

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