However, this is never a “one answer fits all” situation. Each person faces different circumstances and, as such, it must be treated independently. Factors such as a person’s age, marriage status, health, income history, desire to keep working and sources of additional income must be considered in the equation.
In an effort to help our clients consider the circumstances and determine their maximum benefit, we have incorporated Social Security planning as part of our services.
To introduce this service to our clients, we hosted a seminar at our office, with Billy DeFrance, CFP® as the presenter.
Participants were intrigued by some of the little-known techniques we discussed to optimize Social Security benefits and by our exclusive benefits optimization tool. So much so, that we plan to have the seminar again before the end of the year. If you or someone you know could benefit from learning more about optimizing Social Security Benefits, please Contact Us, we will reserve a seat. Because the purpose of the seminar is to have a thoughtful, inclusive discussion, we limit participants to ten per session.
