Social Security Benefit Reports

Make sense of your Social Security elections.
Get the most out of your benefit.

Social Security is a complex system. We can provide the tools, education and assistance to help you make a confident Social Security claiming decision.

  • Analyze – Using software, we analyze hundreds of possible election strategies and identify the one that can offer the highest lifetime value.
  • Integrate – We examine your optimal Social Security election strategy in light of your other assets, income streams and goals to identify potential conflicts. We’ll help you match your Social Security decision to your overall plan.
  • Identify Alternatives – When conflicts exist due to asset structure or income needs, we will identifyalternative Social Security strategies.
  • Present – We will provide a report comparing best, earliest and alternative election strategies for yourconsideration. Take it one step further and receive advice from an expert to walk you through the process.