Social Security Analysis

There are thousands of Social Security laws and hundreds of ways to file. Let’s start the conversation!

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Receive Your No-Obligation Social Security Analysis

A few things you need to consider:

  • How long will your Federal benefits sustain you?
  • Will gaps in your employment affect your calculation?
  • Should you and your spouse file at the same time or separately?
  • Does your CSRS or FERS status impact your retirement date?

Your Social Security payments are important whether you’re in the accumulation or preservation stages of saving for retirement. Why not provide a roadmap to help you figure out how to utilize these funds?

Your Social Security Analysis
  • Maps out the best time to file Social Security for you and your spouse
  • Calculates value of your projected benefits during retirement
  • Identifies gaps between your projected Social Security benefits and the income you will need in retirement
  • Easy-to-understand filing strategies, comparison charts & much more

Your No-Obligation Social Security Analysis

With this customized report, you may address the complexity of Social Security and help you optimize your retirement income.

Sample Social Security Analysis