MY SOCIAL SECURITY BENEFITS

Explore Your Options. Coordinate Your Benefits

Know the rules to avoid making a potentially costly and irreversible mistake!

THERE'S MORE TO CLAIMING SOCIAL SECURITY THAN YOU MAY THINK

A WELL PLANNED STRATEGY COORDINATES RETIREMENT, SPOUSAL, AND SURVIVOR BENEFITS

Over 70% of the 37.9 million retired workers voluntarily receive reduced lifetime benefits. 

A recent study suggests that over $10 Billion in unclaimed Social Security benefits resulted from claiming early.

There are many ways to claim Social Security benefits,

and you could forfeit tens of thousands of dollars if you make a mistake.

 

PERSONALIZED SOCIAL SECURITY ANALYSIS

FROM THE COMFORT OF YOUR OWN HOME!

 

 

Get Answers To These Questions In As Little As 15 Minutes:

  1. WHEN SHOULD I FILE?

  2. WHAT WILL I  GET? 

  3. HOW DO I KNOW I'M GETTING THE MOST I CAN?

EDUCATIONAL WORKSHOPS

Instructed by a Certified Financial Educator (CFEd)

The CFE Certified Financial Educator® or CFEd®, is a FINRA recognized designation that is registered and offered through the Heartland Institute of Financial Education, a 501(c) (3) national nonprofit. This prestigious and one of a kind designation is awarded to individual professional practitioners who have knowledge in the field of financial services as well as Experience in the area of teaching or instructing adult learners.

 

GET ANSWERS TO YOUR QUESTIONS!

Have a particular question or challenge you’re trying to deal with? It doesn't hurt to ask for assistance.

Address:

 1680 SW Ankeny Road, Ankeny, IA United States 50023

Email:

Retirement Benefits - Spousal Benefits - Survivor Benefits

There are 3 Major Categories Of Benefits. A Great Strategy Coordinates All 3!

5 Good Reasons To Consider A Delayed Strategy

November 3, 2019

3 Common Social Security Misconceptions

November 3, 2019

Every Financial Plan Needs A Solid Foundation

June 24, 2017

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My Social Security Benefits

 

"Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered investment adviser."

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