Social Security Maximization in Berwyn, PA

Receive a personal Social Security strategy based on your financial situation.

Many people tend to minimize the value of Social Security, but Social Security benefits can be more valuable than many people realize. First of all, Social Security is one of the few sources of income you can’t outlive. In fact, the longer you live, the more you’ll earn. Another valuable feature of Social Security is its survivor benefits. If you pass away, your spouse and dependent children can receive benefits based on your work record – like an automatic life insurance policy.

Maximize Your Social Security for Retirement

Knowing when and how to apply for your social security benefits, can be a critical decision in the Social Security planning process. For example, did you know that the difference between the best method and the second-best method of collecting Social Security, could mean an extra $100,000 or more in benefits over the course of your lifetime? That is why it is critical that you have all the information necessary to determine which filing strategy best fits your unique situation. Even if you’ve determined the best time and method for taking your Social Security benefits based on your age, objectives, and lifelong earnings, it won’t matter much unless you properly coordinate your benefits with your overall retirement income plan. That is why we will work with you to make sure your other savings and investment vehicles are as reliable as Social Security and capable of providing income you can’t outlive. Our advisors can help you determine:

  • How much can you expect to receive in benefits
  • The best time to apply for your Social Security benefits
  • The best strategies for maximizing your Social Security retirement benefits

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More Services

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Tax Planning Services

When a financial plan is structured with tax planning in mind, the result is minimized taxes allowing for more preserved wealth.

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Estate Planning

Estate planning can help ensure your assets will be there for those you love after you are gone and is one of the most loving things you can do for your family.

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Certified Financial Advisor

We help our clients create a comprehensive financial plan that will help them achieve their goals.

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Rollover IRA

Our advisors can give you guidance on IRA’s whether it is opening, investing or managing what you already have.

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2022 Medicare Supplement Plans

Medicare can be confusing with so many moving parts. Let us help you make sense of it and simplify the process.

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Investment Management

Our wealth management advisors can provide clients with access to any tradable investment available on any US exchange.