You may not realize it yet, but electing Social Security is one of the most important financial decisions you’ll make in retirement. It will impact the amount of income you receive, the amount of taxes you pay, and how you utilize your other assets.
Would you make a decision about a $600,000 asset lightly?
We analyze hundreds of possible election strategies and identify one that offers the highest lifetime value.
We help you match your Social Security decision to your overall retirement plan.
When conflicts exist due to asset structure or income needs, we will identify alternative Social Security strategies.
