We offer comprehensive Social Security retirement planning (this service is included for our clients with managed accounts). We are the only investment firm in Colorado with an in-house strategist who holds the Certified in Social Security Claiming Strategies (CSSCS) designation.
As Americans continue to exit the workforce in unprecedented numbers, decisions as to how and when to elect Social Security retirement benefits may be the determining factor in the success or failure of millions of retirement plans.
According to a recent AARP study, about half of consumers between ages 45 and 64 say that Social Security will be “…a major source of their household retirement income…”
Social Security provides an income stream that is guaranteed for life, guaranteed for the life of your surviving spouse, is inflation protected, is tax efficient with proper planning and is backed by a government promise. Yet most Americans do not fully understand their Social Security options.
Give us a call to make an appointment. The average planning meeting lasts about an hour. After discussing your financial plan and reviewing you Social Security statement(s), we’ll recommend the best claiming strategy to maximize your benefits.