(937) 525-9500

Social Security Planning

Social Security Planning

How do you maximize your future Social Security earnings while also retiring on your own terms and timeline? You can start finding those answers from your first meeting with our team. We will help you analyze your retirement strategy, along with your plans and financial situation, to maximize your Social Security earnings as quickly as possible.

Our Service:

ANALYZE- Using software, we analyze hundreds of possible election strategies and identify the one that offers the highest lifetime value.

INTEGRATE- We examine your appropriate Social Security election strategy in light of your other assets, income streams and goals to identify potential conflicts.  We’ll help you match your Social Security decision to your overall plan.

IDENTIFY ALTERNATIVES- When conflicts exist due to asset structure or income needs we will identify alternative Social Security strategies.

REPORT- Provide a report comparing multiple claiming strategies for your consideration.

Get Started Today! Click Here to start reviewing your Social Security Options.