Social Security Planning
It’s through proper social security planning that you can maximize your Social Security benefits? we offer affordable packages to help you understand, maximize and personalize your Social Security benefits.
We will guide you through the application process while assisting you to get the maximum social security benefits available.
The result is the peace of mind that you will have knowing that you have made the best social security decisions for you and your family and are receiving the Social Security benefits that work best for you.
Are You Getting Your Maximum Social Security Benefits?
You may have questions such as :
- What is the best way to claim my benefits?
- What are the average social security benefits?
- What is the Full Retirement Age?
- Will my benefits be reduced if I receive prior to Full Retirement Age? If so, by how much and is this decrease permanent?
- Will my spouse be impacted if I receive benefits early?
- How much can I earn while receiving Social Security benefits?
- I have worked for the government and a Social Security covered job. Will I receive both benefits?
We can help you help you to “Make A Plan to take control and maximize your benefits. Greater than 90% of all Social Security recipients do hot maximize their benefits. Don’t be a statistic. Call us today!!!
Increase your maximum social security monthly benefits up to $800 for a married couple, $150 for an individual, and $450 for a surviving spouse
These benefit increases represent equivalent benefits when utilizing various strategies.
More than 90% of Social Security recipients leave money on the table. Our professional advisors can help you to “Make a Plan to take control and to maximize your Social Security benefits
Increase your maximum social security monthly benefits up to $800 for a married couple, $150 for an individual, and $450 for a surviving spouse
These benefit increases represent equivalent benefits when utilizing various strategies.
More than 90% of Social Security recipients leave money on the table. Our professional advisors can help you to “Make a Plan to take control and to maximize your Social Security benefits
- 1 hour consultation to discuss any questions related to your personal social security circumstance
- One-On-One Assistance Filing for your social security benefits Online.
- Ideal for non-retirement situations (Disability and eligible family benefits)
Social Security Maximization Package: $449
- Review Your Social Security Earnings/Benefit Statement.
- Calculate Your Breakeven Point.
- Compare Social Security Benefits Before and After Full Retirement Age.
- Determine When You Should Apply for Social Security Benefits.
- identify Whose Account Your Social Security Benefits Should Be Based On (self, spouse, ex-spouse, deceased spouse)
- Complete review of your unique issues (divorce, widow, remarriage and child-related situations).
- Review all Social Security options showing how to increase your monthly Social Security benefits by $150-5800 thereby maximizing your lifetime social security benefits. Options to discuss include "file and suspend" and "restrictive filing. Also discuss preparing a protective filing statement.
- General discussion of Medicare, Parts A, B. C. D.
- Instructions on how to Apply Online.
- Follow Up Questions
Social Security Personalization Package: $749
- Review Your Social Security Earnings/Benefit Statement.
- Calculate Your Breakeven Point.
- Compare Social Security Benefits Before and After Full Retirement Age.
- Determine When You Should Apply for Social Security Benefits.
- identify Whose Account Your Social Security Benefits Should Be Based On (self, spouse, ex-spouse, deceased spouse)
- Complete review of your unique issues (divorce, widow, remarried and child-related situations).
- Review all Social Security options showing how to increase your monthly Social Security benefits by $150-$800 thereby maximizing your lifetime social security benefits. Integrate all personal income and expense information
- Analysis of all current investment income potential
- Identify if your preferred social security claim timing can be successful
- Costumeanalysis comparingboth your preferred and optimal social security strategieswhen integrated into your overall financial plan.
- General discussion of Medicare, Parts A, B, C, D
- Instructions on how to Apply Online.
- Unlimited Follow Up Questions.
Self-Employed Social Security Planning Package: $949.00
- Conduct comprehensive fact-finding interview and process to determine and set goals for new plan
- Review Your current Social Security Earnings/Statements.
- Calculate Your Breakeven Point.
- Compare Social Security Benefits Before and After Full Retirement Age.
- Determine When You Should Apply for Social Security Benefits.
- Identify Whose Account Your Social Security Benefits Should Be Based On (self, spouse, ex-spouse, deceased spouse).
- Complete review of your unique issues (divorce, widow, remarried and child-related situations).
- Review all Social Security options showing how to increase your monthly Social Security benefits by $150-$800 thereby maximizing your lifetime social security benefits.
- Determine current projected social security benefits
- Analyze current projected financial plan to determine future social security needs
- Calculate your social security bend point thresholds to determine minimum FICA Tax needed
- Analyze current payroll deductions to determine payroll adjustments recommended to meet new goals
Make Your Plan” Today:Contact us at 215-804-9708 or Book a 15 minute Q & A session now. Let our Social Security advisors help you to maximize your benefits. We can answer all your questions and provide you with answers to even the most complex social security questions.
Professional Resource Service – We are the social security, Medicare and Long-Term Care protection resource for other professional advisors.