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Phone: (502) 245-2484

Social Security Planning

Postponing the beginning of your or your spouse’s Social Security benefits might increase your lifetime income by hundreds of thousands of dollars over your lifetime. Most Social Security applicants we meet are unaware of the opportunities available by strategically planning when and how to draw on their benefits. Social Security offices may not be set up to help you investigate all available options! We have proprietary planning software that may increase your retirement income over your lifetime.

We do a review of Social Security estimates. If you do not have a recent statement we can get one for you online, if you are in our office and give us permission. We have proprietary software that will calculate you and your spouse’s income that should be expected over your life expectancies based on a variety of methods and timing of drawing Social Security.

Based on your desired retirement dates we are able to provide methods that may potentially increase total Social Security payouts over your lifetime. We want to ensure you know about all the available options for your situation!