Maximizing & enhancing your benefits
Social Security is a major source of income for most people age 65 and over.
In fact, Social Security is a source of actual retirement income (either as a major or minor source) for 89% of retirees and is expected to be a source of retirement income for 79% of workers.*
Social Security was originally designed to provide the base financial protection for working people and their families when earnings are lost due to retirement.
But even though Social Security is one of the most important phases of your retirement strategies, it is also one of the most confusing. Many believe it is cut and dried and do not realize there are a variety of options.
In addition, since Social Security may be the basis of all your retirement income decisions, it is important to fully understand the implications of the decisions you make.
Are your financial strategies taking full advantage of what Social Security offers?
Our experience and tools can help you properly manage and enhance your Social Security benefits to ensure you make the right decisions in your retirement income process. We will help you define your claiming and income strategy in order to maximize your benefits.
*Source: Employer Benefit Research Institute