Social Security can be confusing and complex and for many individuals it may be an important source of income during retirement.  We provide clients with detailed social security analysis that can highlight various scenarios to help decide when the right time to take their benefits may be. Sample analysis provided below.

How are we different? 
We care!  We take the time to carefully examine your specific situation when it comes to Social Security to with the goal of maximizing your benefits.

Frequently Asked Questions:

— When should I begin taking Social Security?

— What strategies should be considered to maximize Social Security?

— What happens in the event of death, divorce, or disability?

— How might the income I receive from Social Security affect my overall financial plan?