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Maximize My Social Security

Do you know how to Maximize Social Security?

You’ve contributed for decades to Social Security, now it’s time to make sure you make the most of what you've earned. Will you be able to retire and do all the things you've dreamt about doing while working

Over 10,000 people retire each day and have to navigate this decision making process. It’s never too early to think about Social Security. Decisions you make today can benefit your retirement greatly, even if it's a decade or more away.

Social security is an important part of most people's retirement income. According to the Social Security Administration, Social Security benefits make up almost 40% of the income of the elderly.

Isn't it as simple as collecting when you retire? This ignores the unique benefits that social security benefits provide that no other asset can. Make sure you aren’t over simplifying your decision.

Do you have the time or interest in researching all the options yourself? Don't leave money on the table. Maximize your benefits for your unique situation and earnings history. 

Are you overwhelmed with calculating your options? If so there’s good reason:

  • There are 567 ways for couples to collect social security (1)
  • 60,000+ books on amazon on social security
  • More than 2.4 million google search results on “maximizing social security”

And the complexity has recently been amplified by new congressional rules:

  • People born after 1954 face different rules than those that were born prior.
  • Some people need to act by April 30, 2016 to get covered under the older, potentially more lucrative strategies.

Working with the Social Security office can be helpful, but remember this:

  • They may not be able to advise you on what the best strategy for your situation is.
  • It’s a government agency.

We developed a product that can help you:

  • Compare your claiming options based on your unique situation.
  • Understand how social security income plays into the retirement income picture.
  • Properly coordinate benefits with your spouse.
  • Cut through the complexity and show you what options may make the most sense for your needs.
  • Plan for collecting social security in retirement, and recommend any adjustments now that may increase your benefits.
  • Because your time is valuable and the outcome of these decisions is important. We’ve done the research and reading for you. Let us help you to invest the time needed to review your choices.

What we deliver:

  • A detailed and succinct report showing the highest estimated benefits according to your wants and needs. This is tremendously helpful in planning for retirement as you determine how to replace your income.
  • A one-hour, in depth consultation with Wes Davis, our advisor who has guided many households through this complex decision making process
  • The ability to adjust inputs, running ‘what-if’ scenarios on the fly using the best Social Security calculator we’ve found. It's been called “one of the two best Social Security tools” by the Wall Street Journal, developed by Laurence Kotlikoff, Boston University economics professor and President of Economic Security Planning, Inc.
  • A personalized guide outlining the actual process of filing for benefits to ensure you receive the benefits according to your plan.
  • A copy of Baby Boomer’s Guide to Social Security covering the most important topics in an easy to understand manner. 
Maximize My Social Security!


Still having doubts, here's our commitment:

  • We won’t upsell you. Some firms may provide a similar service “free of charge”, but we all know you get what you pay for. We think people would rather have us be up front and charge a reasonable fee for our research and guidance.
  • Just 1 hour can help you get past the overwhelming subject of retirement planning, giving you actionable takeaways and a clearer picture of the best options for you.

Do you have an hour to plan for your retirement and avoid costly mistakes right now? If you’re waiting for it to all fall magically in place, that probably won’t happen. Taking some time to plan ahead now, may place you in a better situation that you deserve after a lifetime of work.

If you don’t take just a little bit of time to plan ahead, you may find yourself in a situation you didn’t expect to be in after a lifetime of work.

Just think if you had done this 6 months ago how much better you would feel today. Starting now, imagine how much clearer your plan will be in a month, or six months, or a year.

The good news is that you don’t need to figure it all out at once. We are here to help. We purchased what we believe is one of the best social security simulators and have done countless hours of research. We’ve guided so many people through the complex decisions faced as they approach and enter retirement. No one has ever told us they wished they had waited to get a plan in place.

Ready to capitalize on Social Security to boost retirement income or have additional questions? Use the form below or give us a call and we will get started. Our Social Security Analysis for an individual is only $195. For couples it is vital that they coordinate their benefits to maximize the household income. We offer couples that do a joint analysis a reduced rate of $245.

Don’t put off planning for retirement. Take control of your future. It could mean the difference between tens of thousands of dollars in future income.

1 Source: 44 Social Security Secrets All Baby Boomers Need to Know. Laurence Kotlikoff