Social-Security-Video

Get the most from your Social Security benefits.

Deciding when to take your Social Security benefit is not a cookie-cutter decision. It’s one of the most important financial decisions you are going to make in retirement, as that decision may become irrevocable. That’s why it’s important to determine your optimal filing strategy for your retirement plan.

We’ll help you explore your claiming options by:

  • Reviewing the “best kept secret” with Social Security and the tax benefits you may receive
  • Provide different claiming options that may fit within your overall retirement plan
  • Providing a personalized analysis that will give you guidance to this important financial decision
Social-Security-Video

Get the most from your Social Security benefits.

Deciding when to take your Social Security benefit is not a cookie-cutter decision. It’s one of the most important financial decisions you are going to make in retirement, as that decision may become irrevocable. That’s why it’s important to determine your optimal filing strategy for your retirement plan.

We’ll help you explore your claiming options by:

  • Reviewing the “best kept secret” with Social Security and the tax benefits you may receive
  • Provide different claiming options that may fit within your overall retirement plan
  • Providing a personalized analysis that will give you guidance to this important financial decision

Providing guidance of your Federal benefits.

Being educated on your Federal benefits is the first step to making an informed decision. Your Federal benefits can be complicated, so you may not realize everything that is available to you while you are employed and how to optimize your benefits when you retire.

We’ll review your specific retirement system by covering:

  • How to calculate and leverage your annuity before you retire
  • How your insurance works and what to do before you retire
  • When you should retire based on your years of service
  • How to optimize your Thrift Savings Plan
Federal-Benefits-Video
Federal-Benefits-Video

Providing guidance of your Federal benefits.

Being educated on your Federal benefits is the first step to making an informed decision. Your Federal benefits can be complicated, so you may not realize everything that is available to you while you are employed and how to optimize your benefits when you retire.

We’ll review your specific retirement system by covering:

  • How to calculate and leverage your annuity before you retire
  • How your insurance works and what to do before you retire
  • When you should retire based on your years of service
  • How to optimize your Thrift Savings Plan

How Medicare helps you reach your healthcare needs.

There are many decisions you’ll be making in retirement. But there is one decision we can’t afford not to make, and that’s health insurance. That’s why Medicare plays a valuable role in retirement but can come with more questions than answers.

We’ll review:

  • How Medicare works
  • How much it can cost
  • The different plans to choose from
  • What’s covered and not covered
  • Steps to take on finding a plan that fits your healthcare needs

How Medicare helps you reach your healthcare needs.

There are many decisions you’ll be making in retirement. But there is one decision we can’t afford not to make, and that’s health insurance. That’s why Medicare plays a valuable role in retirement but can come with more questions than answers.

We’ll review:

  • How Medicare works
  • How much it can cost
  • The different plans to choose from
  • What’s covered and not covered
  • Steps to take on finding a plan that fits your healthcare needs
Want to meet with us?

Our One-On-One Visits are Complimentary.