Your First Meeting
On average it’s estimated that your Social Security benefit replaces about 40% of the income you earned during your working years1.
That’s why it’s important to be informed about ways to potentially maximize the monthly Social Security benefit you and your spouse will receive for the rest of your lives.
Bring Your Social Security Statement To Your First Meeting
Your Social Security Statement is an excellent tool when planning your retirement.
It shows you what you’ll receive in retirement benefits based on your current and estimated future income.
It also shows the estimated benefit you’ll receive at your full retirement age (FRA), if you delay until age 70, and if you file early at age 62.
Click here to get your statement from the Social Security Administration.
Free Report: Timing Your Social Security*
When you schedule an appointment, we will prepare a complimentary Social Security Report personalized with your financial information. Designed to help you understand the “big picture” of your retirement, you’ll learn:
- How and when to file depending on your personal situation.
- Advantages for married couples who coordinate the timing of their benefits.
- How to identify gaps in your future retirement income.
- How Social Security works in relation to your 401k and IRA retirement savings.
- How to minimize taxes on your Social Security benefits and much more.
