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Social Security Analysis

We can help you get more with a smart claiming strategy.

Roy and Mary Got More

Roy and Mary are both planning to retire when Roy turns 65 and were planning to begin their Social Security benefits at that time. Monthly benefits at age 65 would have been $2,262 for Roy and $1,003 for Mary. Their lifetime cumulative payout would have been $958,500. Not bad, but here’s what we showed them:

If Roy and Mary followed their plan, benefits would have been reduced because they were filing early. In addition, because of some complicated rules of Social Security they didn’t know about, Mary would have missed out on substantially more in benefits.

Our expert Social Security advice and the powerful software we use increased their lifetime cumulative payout to $1,142,364. Roy and Mary have the potential to get $183,864 more!*

*This is a hypothetical illustration. We encourage you to seek personalized advice regarding your personal finances. Actual results will vary.

How can we help you?

The rules of Social Security are complicated. Over 70% of Americans claim their Social Security retirement benefits early – and without understanding how the rules can be used to their advantage.

A smart claiming strategy can mean additional lifetime cumulative benefits for some clients! Have you planned your strategy?

We help you “cut through the clutter” by providing strategies that may potentially increase your benefits. We use powerful software created by the authorities in Social Security claiming strategies, and we give you step-by-step instructions on how to file and receive the most in benefits. In addition, we can compare your options side-by-side so you can make the best decision for your family.

Good, Better, Optimal

Many soon-to-be retirees know that, if they wait to claim Social Security benefits, they’ll get more money. But what they don’t realize is that it’s possible to combine rules in a way that produces an optimal result.

Take a look at this example for Tom and Nancy.* The difference between each of them claiming at age 62, as early as possible, and their optimal strategy is $215,492!

*Assumes a full retirement benefit of $2,000 for Tom and $1,400 for Nancy. The ages shown (62, 66 and 70) represent each of them taking their own benefits at that age.

Still not convinced you can get more in benefits?

We’ll show you!

Let us show you how an optimal strategy for collecting your benefits may mean more in cumulative benefits. We can show you how the complicated rules of Social Security can actually work together to mean more money for you.

Call 800.290.3252

Call us to schedule your consultation. We’ll simplify Social Security for you.