Social Security strategies.
Social Security options and analysis are an essential part of the retirement planning services we offer. We can help you determine your eligibility, at what age to file, and how to potentially maximize benefits and mitigate taxes on the income.
Social Security benefits can contribute significantly to your monthly retirement income. No other type of retirement income stream protects against market downturns, interest rate declines, inflation and longevity risk like Social Security.
Social Security wasn’t just designed to provide you with your own personal benefits. It was also designed to help protect your spouse through spousal benefits. Even spouses who never worked are still entitled to collect a spousal benefit based off of the primary worker’s work history.
Count on us to help you navigate the many questions and factors to consider – and to help you optimize your Social Security.
