SOCIAL SECURITY

For Individuals

Social Security can be a significant portion of one’s income in retirement, and it may be the only source of annual recurring income. Electing when to choose Social Security may be one of the most important decision of one’s retirement. For some, social security may be more of a supplemental income stream and it may serve as one of the cheapest ways to protect against longevity.

The difference between the best and worst possible decision of when to elect to take your Social Security benefits could be well over $100,000 over your lifetime. Our role is to help you make an optimized election given your unique situation.