Social Security

Most of my clients imagine triggering their Social Security benefits at one of three ages:

  • Age 62
  • Age 66, or Full Retirement Age (FRA)
  • Age 70

Unfortunately, in nearly every circumstance, none of these three ages will actually get them their maximum lifetime benefit.

Instead, your maximum lifetime benefit is found by running over 20,000 calculations and exploring advanced strategies.

Your customized Social Security Maximization report can provide you with options on when and how to file for benefits to help achieve your maximum lifetime income.