Broker Check

Social Security Maximization

Maximize Your Social Security for Retirement

Many people tend to minimize the value of Social Security, but Social Security benefits can be more valuable than many people realize. First of all, Social Security is one of the few sources of income you can’t outlive. In fact, the longer you live, the more you’ll earn.

Another valuable feature of Social Security is its survivor benefits. If you pass away, your spouse and dependent children can receive benefits based on your work record – like an automatic life insurance policy.

When Is the Best Time to Apply for Social Security?

 Knowing when and how to apply for your Social Security benefits, can be a critical decision in the Social Security planning process. For example, did you know that the difference between the best method and the second-best method of collecting Social Security, could mean an extra $100,000 or more in benefits over the course of your lifetime?

That is why it is critical that you have all the information necessary to determine which filing strategy best fits your unique situation. Even if you’ve determined the best time and method for taking your Social Security benefits based on your age, objectives, and lifelong earnings, it won’t matter much unless you properly coordinate your benefits with your overall retirement income plan.

That is why we will work with you to make sure your other savings and investment vehicles are as reliable as Social Security and capable of providing income you can’t outlive. Our advisors can help you determine:

  • How much can you expect to receive in benefits
  • The best time to apply for your Social Security benefits
  • The best strategies for maximizing your Social Security retirement benefits

Give our office a call to schedule a complimentary, no-obligation consultation so we can help to ensure you’ve done all you can to maximize your Social Security benefits and avoid leaving money on the table from this important retirement resource.  



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