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Make sense of your Social Security elections.Get the most out of your benefit. |
Social Security is a complex system. We can provide the tools,
education and assistance to help you make a confident Social
Security claiming decision.
Detailed Reports to help you make the right election.
· Analyze - Using software, we analyze hundreds of possible election strategies and identify the one that can offer the highest lifetime value.
· Integrate - We examine your optimal Social Security election strategy in light of your other assets, income streams and goals to identify potential conflicts. We'll help you match your Social Security decision to your overall plan.
· Identify Alternatives - When conflicts exist due to asset structure or income needs, we will identify alternative Social Security strategies.
· Present - We will provide a report comparing best, earliest and alternative election strategies for your consideration. Take it one step further and receive advice from an expert to walk you through the process.
· Integrate - We examine your optimal Social Security election strategy in light of your other assets, income streams and goals to identify potential conflicts. We'll help you match your Social Security decision to your overall plan.
· Identify Alternatives - When conflicts exist due to asset structure or income needs, we will identify alternative Social Security strategies.
· Present - We will provide a report comparing best, earliest and alternative election strategies for your consideration. Take it one step further and receive advice from an expert to walk you through the process.