Social Security Optimization

Social Security claiming strategies are complicated. Unfortunately, too many retirees rely on a “gut feeling” or financial news media to make one of the biggest decisions in retirement income planning. Believe it or not – timing your start date, coordinating taxes and using the right claiming strategy could increase your lifetime Social Security benefits significantly.

  • Do you know how to maximize your Social Security benefits?
  • When should you begin claiming benefits to make sure you get your fair share?
  • Would the “File and Suspend" strategy benefit you?
  • How will income taxes affect your benefits?

We help you maximize your Social Security income and take the guesswork out of planning by utilizing an advanced analysis customized to your specific situation.