Social Security Optimization

You only get one chance to make the right choices when claiming Social Security benefits, and the wrong decision could be costly. Decisions regarding Social Security are highly personal and depend on a number of factors such as:

  • Health and family longevity
  • Post retirement work plan
  • Additional income sources
  • Anticipated future financial needs and obligations

There’s no one-size-fits-all answer. With so many different claiming options available, it’s important for us to understand your entire asset and income situation so that we can discuss your options and make an informed decision.