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Social Security Planning and Optimization



You're in the right place.

And We've Got This Covered...

There are a lot of options to consider when you arrive at that "magic moment" - your Social Security eligibility date. The only option you don't want to choose is a quick decision because any financial decision has implications.

We can answer your questions and discuss your options. We even have a member of the team who is eligible. Here's what she has to say:

"The folks at social Security are very good at what they do. Optimizing your benefits and advising you about when you should or can retire isn't really in their job description. That's something you want to discuss with your financial advisor. Majdah can provide the "belt and suspenders" on this one."

We're happy to discuss this important topic with you and to help guide you in determining what's best for you.