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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.

Kris Kennedy (see BIO) is a certified National Social Security Advisor, which means we have someone right here who can answer your questions and discuss your options. While Kris isn't eligible for Social Security benefits yet - and won't be for quite awhile - she understands the vital nature of this topic. 

We also 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. Kris provides the "belt and suspenders" on this one."