Retirement Planning

Experts in Social Security Planning

Receive personal guidance on preparing to collect your Social Security Benefits

Social Security planning is an important piece of our retirement planning process. Our initial analysis determines basic information such as:

• Your expected monthly benefits
• Each of your various eligibility dates
• How much you will need each month to live on in retirement

Then our optimization analysis provides improvements and answers such as:

• How your benefits can be improved and maximized
• When to apply for benefits
• How to maximize benefits while still working
• How your benefits are calculated
• Strategies for optimizing benefits between spouses
• The cost of Medicare benefits
• Cost of Living Benefits Adjustments (COLA)
• The amount / percentage of your need Social Security will provide