Social Security Analysis

A large portion of a family's income during retirement comes from Social Security.  Maximizing Social Security Benefits is vital to many retirees' financial success.

For married families, choosing the optimal time to start collecting Social Security becomes more complicated because both spouses may need to start collecting Social Security at different ages to maximize benefits.

I am offering a Social Security Report – free of charge – even to individuals working with another Financial Advisor.  This report will help you choose the ideal time to start taking your benefits.  This service is valued at $299.

Click the link below to schedule a 10-minute phone meeting to gather the information needed to assemble this report.