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 strategies.

PLEASE NOTE: Once you have scheduled, be prepared to provide a current estimate of your Full Retirement Age Social Security benefit (or current benefit if applicable) and, if married or seeking filing strategies for survivor benefits, an estimate of your spouse's or ex-spouse's Full Retirement Age Social Security benefit (or survivor benefit if known). If needed, your Full Retirement Age benefit 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.

Once scheduled, you will be redirected to the questionnaire to provide details on your specific Social Security planning details.

(Phone or Zoom available)

This analysis is not designed to provide specific advice.

It is strictly for informational and educational purposes only.