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Social Security

Social Security and what to do about retirement

We help individuals concerned with future cash flow for retirement, when to take Social Security and any other needed financial guidance on investing and planning for their future retirement.

We can help in the following areas:


  • When can you retire?
  • Analyze Social Security Benefits -when should you start
  • Review 401k and IRA investments
  • Identify suitable conservative investments

Planning Objectives

  • Analyze and re-position assets in 401k and IRA to an investment mix aimed to provide returns within risk tolerance levels and investment objectives.
  • Develop a retirement savings plan utilizing present and future values based on current income.
  • Analyze the best plan for taking Social Security for the future
  • Continually monitor investments

We work with your estate planning professional to help you establish a estate plane and a long term action plan in place to help give you confidence in retirement. We also act as a financial coach to assist you with other financial matters as you move toward retirement. Review Our Process and how we assist our clients. Call us and arrange a one hour complimentary consultation.