Social Security Planning For Retirees Just Like You!
You have spent years preparing for retirement. Let our team of experts help you cross the finish line and enjoy retirement like it’s meant to be, stress free!
Case Study
Robert
AGE
63 years old
Career Field
Lab Technician
Employer
Works full time for a local hospital as a caregiver
Annual Income
$50k-$100k
Assets
403(B), a company sponsored pension, and Profit Sharing Plan
FAMILY OF
Widow who remarried at age 60. He has 3 children who are grown and independent.
Primary Goals
Wants to retire at age 65, make the correct pension decision, and live comfortably through retirement.
With the baby boom generation entering retirement, there’s a lot of demand for good Social Security information. This downloadable document showcases information and best practices priceless to the newly or upcoming retiree.
At Capita, we understand the complex decisions that surround retirement planning. You deal with enough stress in your life, let us remove the stress that comes from retirement planning
Estimate Your Monthly Social Security Benefits
Knowing your monthly social security benefit is an important part of planning for retirement. Click on the links below to be redirected to the Social Security website. Knowing these benefit amounts will allow us to help you plan and prepare for retirement.
Annual Social Security Statement
Click here to create an account with social security and download your annual statement.
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