Discounted Social Security Planning Packages
- 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)
Valued at $449 (30% off for 72 Hours!)
Social Security Maximization Package: $314
- 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.
- General discussion of Medicare, Parts A, B, C, D.
- Instructions on how to Apply Online.
- Follow Up Questions
Valued at $749 (30% off for 72 Hours!)
Social Security Personalization Package: $594
- 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.
- 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
- Costume analysis comparing both your preferred and optimal social security strategies when 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.