Unlock strategies to maximize your Social Security Benefits.
In our meeting, we'll run a series of maximization scenarios to help you identify your best claiming strategy—whether you’re single, married, divorced, or widowed.
Together, we'll discover:
- The optimal time for you to collect.
- Strategies to reduce taxation.
- Advice on coordinating spousal benefits.
Why Complimentary?
If the Coronavirus pandemic has taught us anything, it's that having a financial plan for life's uncertainties is more important now than ever. Additionally, we want to put our tools to work and do something good for people in our communities during these uncertain times.
It's also part of our "try us before you buy us" philosophy. You'll get to experience our 4 step process before opening an account with us. Analyze, Advise, Act, Assess + Personal Relationship will take you from where you are now to where you want to be.