Social Security Optimization
You Only Get One Shot
Social Security is so often overlooked when it comes to retirement planning but for so many people, it is such an important piece of their cash flow. It needs to be recognized, considered and decided on in an efficient manner.
During the financial planning process, we’ll analyze your specific options and talk with you about how Social Security payments fit into your cash flow. You will be able to see the effects of taking it sooner versus later and weigh your options with the information you need.
It’s not as simple as turning a certain age and sending in the paperwork. To truly optimize your potential from this asset, you should consider such things as timing and how to file. You only get one shot at it! Let our Advisors help you walk through these one-time decisions.