Consultation – No Cost – No Obligation
While Social Security rules and regulations apply universally, each individual’s circumstances are different. Consider the points below…
- Investment Capital (and other assets)
- Earned Income
- Estate Considerations
All of the above factor into an accurate assessment of your benefit and retirement planning decisions.
This is a no cost, no obligation opportunity to receive expert guidance on how to maximize your Social Security benefits and better prepare for retirement.*
*** This service is designed for people over 50 with a minimum of $500,000 of investable assets, not including your home or real estate. If you do not yet have our minimum, please keep us in mind as your assets continue to grow.