Social Security Timing

Your Social Security retirement benefit represents a lifetime’s worth of savings, time and work. Although many Americans are familiar with the basics of Social Security, few are able to figure out exactly the best way to file, so they can get the most out of all they have put in.

We can help you understand your Social Security benefits and educate you on how you can maximize those benefits. For example, delayed filing for Social Security can potentially increase your benefit amount by a rate of eight percent per year.¹

We will help you get the highest amount possible to help you achieve a secure and enjoyable retirement.

Tax strategies is an important component for your overall financial plan. Careful strategies throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals.

We provide expert tax strategies and preparation, utilizing ideas and strategies specifically designed for retirees. Most people do not know that in the retirement years every dollar saved by minimizing income taxes will increase your spending capacity in retirement more than additional growth on your money.

Tax strategies should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan. We can help you develop and implement appropriate strategies to lessen or shift current and future tax liabilities to help you meet your long- and short-term objectives.

We can help you understand your Social Security benefits and educate you on how you can maximize those benefits. For example, delayed filing for Social Security can potentially increase your benefit amount by a rate of eight percent per year.¹

We will help you get the highest amount possible to help you achieve a secure and enjoyable retirement.

We can help, with products that seek income and growth, fixed indexed annuities designed to provide guaranteed lifetime income¹, and life insurance solutions that offer more kinds of risk protection along with the opportunity to build cash value.

We specialize in income strategies for guaranteed income to help you maintain your lifestyle now and in retirement. Contact us to learn more about the tools that can generate a steady stream of retirement income, increase your current savings, or leave a legacy and provide income for your heirs. Be sure to schedule a full discussion with our company about your retirement needs before making any investment decisions.