Choosing the right claiming strategy could mean the difference of hundreds of thousands of extra dollars in retirement income. And there’s not just one, but hundreds of ways to claim your social security benefits. This complimentary class guides you to your optimal claiming strategy.
In this on-demand video class you will learn how to:
The average household retiring today receives $601,000 from Social Security over the course of their retirement, according to the Urban Institute. Most people will either gain or lose over $100,000 in benefits depending on how they make this one decision.
This shouldn’t be an afterthought, but sadly for most, it is.
The impact of not knowing the best strategy could be the difference between not going on that trip you’ve dreamt of, or traveling to see the grandchildren as frequently as you desire.
We are a group of financial professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams.
Founded in 2012, our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security to help you build the future you want in retirement.