Social Security Planning Group

Our Processes

What is Social Security Maximization?

It is Social Security planning where we create a personalized plan to ensure you will take advantage of all Social Security's complicated rules and regulations. We are experts in the Social Security system, and have our client's best interest - to ensure your family receives the most benefits. Our unique process and planning tools make this a must for all baby boomers. Planning can help maximize benefits and reduce risks.

If you are starting to think of retirement you also need to plan for Social Security. Social Security for the average worker is about 40% of total income in retirement.

There is no single right choice. The decision of when to take social security benefits is based on a complicated set of individual circumstances. An uninformed decision could cost you and your family hundreds of thousands of dollars. We combine our knowledge of the social security system with our experience in financial planning to help people decide what makes the most sense for them and their families.

	What factors should I consider? Will Social Security be there for you? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? How do spousal benefits work? I am concerned about survivor benefits...
	What will we accomplish? Understanding that taking benefits early at age 62 is not always the best idea Estimate benefits and PIA Coordinate benefits with your spouse Minimize taxes on Social Security Coordinate Social Security with all your other sources of retirement assets and income Attempt to maximize survivor benefits
	How does the planning process work? Our planning process is simple: Purchase a Plan. Our plans were designed to be affordable to all. Each Persoanlized Plan is currently offered at the affordable price of $250. We offer 2 convenient methods to complete your purchase. Please click here for more infomation on purchasing your plan. Provide Personal Data. We will need some general information about who you are; your life expectancy, your financial situation and your Social Security history. Depending on how you choose to purchase, this information will either be received by our office electronically, or you will have the option to mail us a completed copy of our questionnaire. Electronic payments require your attached Social Security statement, while mailed invoices should have a copy of your statement included. We will most likely have further questions, in which we will call or email you. Receive Your Personalized Plan. Once we have all the data, we can combine our knowledge of the Social Security System with our experience in Social Security retirement planning to design a Personalized Plan for you. This plan will be mailed to your residence and also sent electronically to your provided email address. Review Your Plan and Answer Questions. When you receive your plan, we are available via email or phone to answer all questions.

This website is not affiliated with the Social Security Administration. DO NOT USE THIS WEBSITE AS A SUBSTITUTE FOR CONTACTING THE SOCIAL SECURITY ADMINISTRATION. Click here to review our disclaimer.