Making the right choices regarding Social Security and your pension can mean tens of thousands of dollars in your pocket.
It’s not so easy as reach retirement age and start collecting a check. You have choices to make.
Making the right choices regarding your social security and pensions can mean tens of thousands of dollars in additional income over the course of your lifetime. These decisions should not be made lightly!
Getting good unbiased advice may be difficult, since your decision to wait for SSI might mean spending down assets that your investment adviser wants to invest for you! Likewise, taking an annuity stream from your pension rather than a lump sum is not necessarily the best result for your adviser. Our SSI and pension analysis will provide the facts pure and simple, so you can make a sound an rational decision based on what is right FOR YOU.
Keep in mind that the best strategy for one person or couple is not necessarily best for everyone. Based on your own unique financial situation and goals, we will help develop claiming strategies that will help maximize income, preserve assets, and minimize the risk that you will run out of money.