Complimentary Social Security Planning Session

Do you have questions about which Social Security filing strategy is best for you?
Are you eligible for spousal or ex-spousal benefits?
Will you or are you eligible for survivor benefits based on a spouse or ex-spouse?
Not sure what you are eligible for?

Schedule your complimentary Social Secure planning session—one hour to ask questions and compare filing strategies.

PLEASE NOTE: Once you have scheduled, we will provide a brief questionnaire that will help you gather a few key pieces of information regarding your current and/or estimated Social Security benefits. If needed, this information can be obtained by going to SSA.gov.

The analysis is not intended to be a recommendation but may help you compare lifetime benefit amounts based on the information you provide, certain assumptions, and available filing strategies.

If you are looking for more specific answers to your BIG retirement questions, we would suggest our Simply Retirement Roadmap™ process. To learn more about this process, CLICK HERE.

201 W Virginia Street | Suite 102 | McKinney TX 75069
info@blakewealthmanagement.com
972.426.7237

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

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