Social Security Planning

Social Security is a key component of retirement income so it is important to have a plan to optimize benefits available to you. We analyze all possible claiming strategies based on your primary benefit amount, life expectancy and marital status. By selecting an optimal strategy, you could potentially increase your Social Security benefit amount substantially over your lifetime.

Our detailed report will –

  • Educate you about your Social Security benefit options so you are better informed before filing
  • Help you determine at what age you should begin benefits including instructions on when to file
  • Coordinate with other eligible recipients, such as spousal benefits
  • Compare the ideal strategy against other possible strategies and determine the breakeven point
  • Analyze cumulative financial assets needed to meet your estimated expenses

"We have complete confidence in their services." - Dr. Mark & Kay Knight