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PLANNING PROCESS

Analyze

Using software, we analyze hundreds of possible election strategies and identify the one that offers the highest lifetime value.

Integrate

We examine your optimal Social Security election strategy in light of your other assets, income streams and goals to identify potential conflicts. We’ll help you match your Social Security decision to your overall plan. Identify

Alternatives

When conflicts exist due to asset structure or income needs we will identify alternative Social Security strategies.

Present

Provide a report comparing best, earliest and alternative strategies for your consideration.

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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