Begin The Process From The Comfort Of Your Own Home!

PLANNING PROCESS

Analyze –

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

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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

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Alternatives –

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

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Present –

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