SOCIAL SECURITY

Social Security optimization allows us to view multiple scenarios that demonstrate the impact of different timing strategies.  Over your retirement lifetime a mistake can cost you hundreds of thousands of dollars you may have been entitled to. 

Not only must you determine the right time to claim benefits, the impact on the surviving spouse must be considered also.

We use software that allow us to make sure you are not leaving behind the benefits you paid into for your working years. By understanding the “loopholes” and “gotcha’s” you can avoid making a mistake with the claiming. We can assure you will get the best of your Social Security benefits.