*Most clients are able to resolve their questions or finalize advice needed in one session with their advisor. The initial Social Security Strategy Review and Social Security Filing Sessions with your advisor are unlimited in terms of time with your advisor. Beyond the initial Social Security Strategy review session with an advisor or the Social Security Filing session with an advisor, additional support needed (including emails) or advice or assistance from your advisor will be billed to the payment method on file at the hourly rate of $350 per hour with a $49.95 per incident minimum.
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Have a unique situation or a one-time question? Get expert 1-on-1 help and answers you can't find elsewhere. We know Social Security is complicated so whether it's multiple marriages, children's benefits, questions about government employees, etc. when you have tough questions, we have the answers!
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What is a Maximum Social Security StrategySM?
A personalized Social Security Strategy that maximizes your Social Security benefits. Speak to a Social Security Expert, easy visuals, multiple scenarios and more! We make it easy!
Social Security is complicated! 70% of Americans leave money on the table--$120,000 on average per couple. You need a custom strategy and as the experts in Social Security, we save you tons of time and hassle!
Compare & Contrast Scenarios: Be Confident That You've Compared ALL Your Options!
The Million Dollar Decision
This is the Big One: Many couples receive more than $1,000,000 in joint lifetime Social Security benefits. Making the right decision about this overlooked retirement asset is critical!