Social Security

The Foundation of Your Retirement Income

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It’s Time to Take the Complexity out of Social Security Planning

Having the proper social security strategy is crucial to your success in retirement. For many retirees, social security produces 1/3rd – 2/3rds of their retirement income. We can help maximize your benefits through proper planning and strategy. You've paid into the social security trust fund for years and we ensure that you get the most return out of the tax dollars you’ve paid. Failing to plan for this event could end up costing you tens of thousands of dollars in lifetime social security income.

How it works

Reviewing Your Benefits

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.

Analyzing Your Options

Next, we review the different filing strategies available to you using our proprietary software which explores multiple options. We then analyze your breakeven points while considering all life variables and review them together.

Implementing the Strategy

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.

Answer a few simple questions

The first consultation will provide many neccessary answers
Tell us a bit about yourself, including your financial situation and goals.

Meeting your advisor

A personalized experience

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!

A structured path

A tailored game plan for financial success

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.

A constant guide

Our advisors are always available

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.

Financial success

Constant improvement

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!

What Makes Us Different

Let us remove the stress from social security planning.

You’ve worked long and hard to grow your social security benefit to what it is today. Don’t fall victim to poor advice from co-workers, family members, and the social security administration. Let us help review, analyze, and implement the strategies available; thus maximizing the benefits you are entitled to. Don’t become paralyzed by the endless strategies available, let our team of advisors review the following areas of social security and find the best option for you.
  • Break Even Age
  • Widow/Widower strategies
  • Divorced Widow/Widower strategies
  • Divorced Spousal Strategies
  • Spousal Strategies
  • Taxability of Benefits
Get Started
Social Security Analysis
Fill out a little info in the form and one of our Advisors will send you a free Social Security Analysis!

What does this look like and why would it be important to you? Check out the example below and see for yourself!
View Example
If you have any questions,
please call us at (801) 566-5058

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The Next Node In Your Network

Medicare & Insurance

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All of our tools and services are available to you! We serve a wide range of financial levels and our obligation is always to your financial success.


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