Your Personal Social Security Coach

Understand the Game

Get industry strategies that won’t be shared with you on your annual Social Security Statements!

Social Security was developed as a safety net for retirees in planning for their everyday retirement expenses, but undervaluing Social Security is the most costly mistake people make. The difference between the best and worst scenarios could be over $100,000, so having all the facts is crucial.

Our Social Security Coach guide helps to educate you on:

  • How your benefits are calculated

  • When is the best time to apply for your benefits

  • How are spousal benefits calculated

  • How can you take advantage of creative spousal filing strategies to maximize your Social Security Paycheck

  • How does a divorce affect your benefits

  • What strategies provide the best paycheck for the surviving spouse

  • If you plan to continue to work or have a pension plan, how will your benefits be affected

  • How will your benefits be taxed

  • How to apply for Social Security benefits

By going through our Social Security Coach guide, you will have a better understanding of your options, how the scenarios influence your retirement planning, and the steps you need to take to file for your Social Security benefits. By having this knowledge, you will be well-equipped to make the right decision for you and your family.

Contact us for more information about our Social Security Coach program.