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Comprehensive Financial Planning

Financial Planning is a process of ascertaining a client’s financial goals and developing a plan for achieving those goals with ongoing and periodic reviews, making adjustments as necessary when there are changes in the client’s financial profile. We can develop a financial plan tailored to your specific financial situation to keep you on the most appropriate path to achieve your goals.

Social Security Planning"When should I take it?"

"When should I start taking Social Security?"

Social Security timing involves the use of innovative software that allows clients to input your social security benefits just as you see on your 'Social Security Benefits' page from the social security office. The software then calculates the best way for you to take your social security.

Why do I need to plan for social security?

When you meet with a social security representative, they typically only review how individuals should take their social security; they are usually not trained to explain how couples should take their social security. By allowing us to help you, we can analyze all aspects of your benefits and determine the optimal age you and your spouse should receive social security. Our analysis includes reporting on spousal benefits, survivor benefits, and retired worker benefits. Our analysis can provide you with a significant difference between the best and worst possible outcomes for your social security timing.