Social Security Planning

Social Security cards with cash and benefit amount numbers

When to begin Social Security can sometimes feel like the million dollar question!  Because everyone’s retirement landscape is different, there is no hard and fast rule.  Keeping your unique situation in mind, we can help:

  • Review your Social Security and retirement statements.
  • Identify potential retirement income shortfalls, and devise a strategy to avoid them.
  • Assist you in determining the ideal timing for you to begin receiving your Social Security benefit.
  • Examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.
Schedule your complimentary review!