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Social Security Analysis
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A few things you need to consider:

  • How long will your Federal benefits sustain you?
  • Will gaps in your employment affect your calculation?
  • Should you and your spouse file at the same time or separately?
  • Does your CSRS or FERS status impact your retirement date?

Whether you’re in the accumulation or preservation phase of saving assets for retirement, your Social Security is a vital component. Why not have a road map to help you plan on using these funds?

There are thousands of Social Security laws and hundreds of ways to file. Let’s start the conversation!

Your Social Security Analysis
  • Maps out the best time to file Social Security for you and your spouse
  • Calculates value of your projected benefits during retirement
  • Identifies gaps between your projected Social Security benefits and the income you will need in retirement
  • Easy-to-understand filing strategies, comparison charts & much more
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Your No-Obligation Social Security Analysis

Navigate the complexities of Social Security with this personalized report to help you optimize your retirement income

Sample Social Security Analysis

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