How It Works

Step 1:  Take the first step towards Maximizing Your Social Security! Choose either the Premium (Most Popular), Deluxe, or Standard plans and you're on your way!
get started   Schedule A Free Initial Consultation
Step 2:  Easily make your payment for your selected plan online or by calling us at 1-877-629-6923, option 3
get started
Step 3:  Answer a few basic questions for us and after a full analysis of ALL your claiming options, you'll receive your Maximum Social Security StrategySM via email tailored specifically for you and a personalized recommendation from your Social Security Advisor so you can start earning more!

If you chose the Premium Plan, you will then have unlimited access to your Social Security Advisor by phone and online.


View Pricing Plans

What is a Maximum Social Security StrategySM?


 A Personalized Social Security Strategy
  • A full analysis of ALL your claiming options and a Maximum Social Security StrategySM tailored specifically for you.
 We Increase Your     Income
  • We tell you how to Maximize Your Social Security.
 We Make It Easy
  • We simplify the 2,728 rules and tell you exactly what to do in one simple and executable plan.
 When to File, What to File, & How to File
  • Full claiming dates, switching dates, and instructions to make sure you don’t leave money on the table.




 Easy Visuals
  • Monthly, Annual, and Total Benefits with intuitive and easy-to-understand visuals.
 Compare & Contrast     Scenarios
  • Have multiple claiming scenarios in mind? No problem, we’ll guide you through each of them and help you choose the best one!

 Work With An Expert
  • A one-on-one planning session with your dedicated Social Security AdvisorSM
 Assistance With Filing
  • Your filing and claiming questions answered.