Social Security Benefits Planning

We are here to help guide our clients through the Social Security filing process.  We can help you avoid the common mistakes that can cost you thousands of dollars in future benefits and income.

Your Social Security benefit represents a lifetime of savings, work and time.

As a certificate holder through the NSSA®, the premier provider of Social Security benefits education, we can help assist you through the claiming process.

We draw upon our experience and education to determine the right strategy and time for you when the taking your benefits.  Every client is different, so as a part of our plan, we will look at your total financial picture including, cash flow, assets, and other distributions to find a tax-efficient strategy that focuses on maximizing your income.

Taking Social Security between age 62 and 70 is not an easy decision.  What about spousal benefits?  Should you take now or delay and switch later or take a personal benefit first.  These decisions become even more difficult when a disability, child, or death is involved.  These are important decisions we can help guide you through and coordinate with the rest of your overall financial plan.

National Social Security Advisor (NSSA®)

Accredited by the Institute for Credentialing Excellence, the National Social Security Advisor (NSSA®) program is the only accredited Social Security Certificate program in the country.

The knowledge gained through the NSSA® Certificate program, in conjunction with adherence to the NSSA ® standards of excellence, continuing education, and access to ongoing support, enables those who earn the Certificate to provide valuable knowledge and advice to clients during the planning process.