Every year, 73.7% of seniors make massive mistakes on their Social Security claims, leaving on average $9,201 UNCLAIMED because they don’t understand the rules and the most effective claiming strategies available. There are literally hundreds of choices and options available to you when you apply for your Social Security benefits. The choices and decisions you make when applying for your Social Security benefits are generally permanent and cannot be changed or undone.
Our Social Security Income Analyzer program will arm you with the knowledge to make the optimal choices when applying for Social Security benefits and increase the amount of money you could receive over you lifetime by hundreds of thousand of dollars.
The 4-Step Process…
1) Determine Your Base Social Security Benefits – Most client/advisor consultations are designed to ferret out the client’s assets that the advisor may have the opportunity to manage. While this information is vital to designing a comprehensive financial plan, The Clarity Consultation sm is comprised of a number of detailed exercises that help both the client and the advisor understand the needs and goals that must be achieved to live a fulfilling life. When complete, all parties will have a concrete understanding of not only what must happen, but why. Everyone will understand what might interfere with achieving those plans or derail them completely. Finally, everyone will clearly understand the opportunities available that will ultimately be needed to achieve those goals.
2) Complete On-line Application – We develop a ‘better’ plan to manage all of your assets, and not just some of them. We develop a ‘smarter’ plan that incorporates strategies to manage your liabilities as well as their associated expenses and your income, then incorporate all these strategies into one comprehensive real estate integrated financial plan. Finally, we develop a ‘safer’ plan that protects your assets from loss and provides you with a guaranteed income that you could never outlive.
3) Receive Social Security Benefits Maximization Analysis and Recommendations – We optimize and protect the assets you already have by earning income through safe investment strategies and building defenses around those assets to protect them from others. We eliminate your, “Reductive Debts.” Debts that interfere with your ability to save for retirement and implement strategies to reduce life’s biggest expense, the taxes you pay. We establish significant liquid cash reserves to provide you with peace of mind in knowing you can weather a financial storm, as well as providing you with the ability to take advantage of opportunities when they present themselves. Finally, we help you save and invest to achieve your long-term goals and plans.
4) Schedule 30 Minute Free Consultation – We provide ongoing plan modification, because life happens, e.g., laws change, incomes change, your family situation changes, your health changes. The world continues to change, as such, we need to modify and change your plans accordingly.