Social Security Analysis:

Social Security Analysis involves reviewing your social security record and other retirement funding sources such as pensions and other retirement plans. This helps determine when someone should claim their social security. Many people assume that they should claim early when that may not be what is going to provide them the income they need in retirement. Looking at the big picture is important.

We are here to assist you with determining when to claim your social security.

What do these plans cost?

The cost will depend on the strategy that you have chosen and the complexity of your situation. This can be determined after you have completed the Roadmap, use the link below. Feel free to fill out the form and get more information by clicking the "Learn More" button below:

We have a Social Security webinar/workshop:

We do not offer every plan available in your area. Currently we represent 23 organizations which offer 1,779 products nationwide. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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