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Social Security


We decided that Social Security is such an important topic that it deserves it’s own page on our website.

According to AARP, 10,000 baby boomers are turning 65 every single day, and this is expected to continue into the 2030s.

This means that there are thousands of Americans that are in the age range to collect Social Security. We understand that the decision as to when to begin collecting Social Security is a very important decision impacting your retirement plan.

Maximize Social Security Benefits

“I’m going to claim as early as possible.”  This is a phrase we’ve heard often from clients when we ask them about their thoughts on claiming social security benefits.

There are some creative social security claiming strategies that should be considered before making the decision to begin collecting social security.

We use a social security calculator to show you various claiming strategies and the cumulative income you’ll collect using these strategies.  We provide easy to understand analysis of your Social Security benefits, including total cumulative benefits and survivor benefits.

Our goal with using this calculator is to help you understand how to:

  • Apply for benefits at the optimal time
  • Coordinate your spousal benefits
  • Coordinate Social Security income with overall retirement income

Although we prefer to prepare a social security maximization strategy as part of your comprehensive retirement plan, we understand that some people don’t want to spend the money on or can’t afford a comprehensive retirement plan. 

For these clients, we offer financial planning in a modular format that addresses only specific areas of concern, in this case, Social Security decisions.  To meet this need, we offer a flat fee social security planning service.

If you’re interested in learning about our Social Security Planning service, please fill out the form in the “Contact Us” section of our website.