Broker Check

Social Security Maximization Strategies

If you're like most Americans, you go running to the Social Security office at age 62 to collect your benefits.

Before you do, it is really important to educate yourself on the specific claiming strategies that can potentially equate to thousands of dollars in additional benefits over your lifetime. 

By closely examining your particular Social Security situation, you can determine if a "file and suspend" strategy is prudent for you.  Or maybe electing "spousal or ex-spousal benefits" might be a better option.

We can help!  Reach out to us today to schedule your own personal Social Security analysis. 

Here's a sample report of the analysis we do for our clients.

Sample Social Security Analysis