We begin by reviewing the benefits you are entitled to based on your personal work history. We then review the benefits you may be entitled to based on the work history of a spouse, divorced spouse or deceased spouse.
Next, we review the different filing strategies available to you using our proprietary software which helps us determine the best options. We then analyze your breakeven points while considering all life variables and review them together.
Lastly, we help implement your personalized strategy by filing for your benefits. Often times, a personalized strategy requires filing for different benefits over the course of your retirement. We will review your strategy annually to ensure you are taking the necessary actions to maximize your social security benefits.
Upon learning more about your financial goals in the first consultation we will be able to place you with an advisor and support team that best fits your needs. Your advisor is selected based on life status, your preferences, investment goals and the specializations that will help you most!
Your team will tailor your financial plan to suit your needs; taking into account your goals, time horizon, and risk tolerance. Your team is dedicated to constructing a plan that aligns with all the facets of your specific financial situation.
As your situation evolves, your team will be able to help you with every area of your finances within our network. Whether it be connecting you with a CPA, an estate attorney, or a Medicare specialist.
Our network includes a vast range of products and services in the market, which means we can shop around for the tools that best fit your unique needs. Your financial success is in great hands!