Retirement Planning
Tax Planning & Preparation
Investment Management
Estate Planning
Social Security Timing
Pension Maximization
Flat-Fee Planning

Social Security Timing

As retirement planning specialists, we help you determine the best time to collect Social Security.

When should you start collecting Social Security? Does it make sense to delay till full retirement age, start early, wait till 70, or is it better for one spouse to start and for the other to delay? What helps you the most?

We review many factors such as your health, income needs, spousal benefits, personal preferences to help you choose a Social Security strategy that reduces your tax bill in retirement and maximizes your income stream.

The first step is something we call your Financial Milestone Roadmap™. It’s a customized financial plan based on your unique needs.