Social Security for Baby Boomers

We’re here to help our clients make informed decisions about when to apply for retirement benefits based on their own unique situations. Knowing when to begin receiving benefits is personal and depends on several factors, including the person’s cash needs, health, age and family history on longevity.

Our clients are informed of their future financial needs and obligations while considering different sources of retirement income. We assist them in how to estimate their future Social Security benefit and to understand the role the benefits play on their retirement.


These questions will be asked by thousands of baby boomers every day for years to come...

  • When should I apply for Social Security?
  • What if I divorce or marry?
  • How much more will I collect if I wait?

Join us for informative webinars where you'll learn not only the rules of Social Security but how to use them to help maximize your benefits. Click on Event Calendar to see our upcoming events!

Click Here for the Social Security Website: Social Security Administration

Need instructions on how to access your statement? Click here for instructions