What You Get



 Personalized Plan

 Multiple Scenarios

 Speak to an Expert

 Applications & Filing

 Monitoring & Important Dates



Personalized Plan

 A straightforward multi-page plan customized exclusively for you that describes step-by-step how to Maximize Your Social Security.

 We don't just instruct you; we educate you too! Your Maximum Social Security StrategySM is filled with valuable educational material.

Multiple Scenarios

 Want to see different scenarios and Claiming Strategies? No problem! Your Advisor will work through the options with you and you can compare them side-by-side. Tons of educational content and visual guides provided for each situation.

Speak to an Expert

 Ask questions and get expert answers! Your Certified Social Security AdvisorSM will speak with you about your situation and circumstances to make sure that you make the best decision possible. This is a critical financial decision and we'll make sure you get it right!

Applications & Filing

 We're here to help! We want you to be assured that you're getting it right.

Monitoring & Important Dates

 Because Social Security Strategies often require future action (e.g., filing and suspending benefits, switching spousal benefits, delayed filings, etc.), we make the important dates clear for you.

All this...why wait?




View All Pricing Plans

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