For a married couple, maximizing Social Security can often lead to over $100,000 more in lifetime benefits.
Not married? Divorced? We’ll review specifics of your unique situation, and based on those specifics, develop a plan.
I will then prepare a personalized report detailing the best strategy for you and how to implement it, step-by-step.
Going forward, I will be available to meet with you to review the progress of your plan or to help you make changes to it based on changes in your circumstances (a marriage, divorce, new child, change in income, etc.).