Our team has focused on helping baby boomers navigate social security benefits approaching retirement. This is a crucial piece in the retirement planning analysis. When our advisors sit with individuals/couples, we educate how electing one benefit has a financial impact on the spouses benefit. So we have to look at all streams of income before making any decision on how to elect social security benefits. Our team also uses a software analyzer in which the software illustrates the way to maximize your benefits, regardless if single or married. Please see below a picture of our report generated by the software:
Getting started is easy! Simply fill out the form below and set up a meeting with one of our experienced team members. In this introductory call, we’ll discuss your financial goals and go over the materials we need from you in order to move forward.