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