As your RSSA, Brian will create a personalized Social Security analysis plan tailored to you and your unique circumstances and specific retirement goals. Whether you are single, married, divorced, widowed, disabled, self-employed, have a child with a disability, have a pension, or are an immigrant , We can support you.
What is included in a Social Security plan?
Your Personalized Social Security analysis plan will showcase your claiming strategy options and specify the strategies that maximize your benefits.
An understanding of the Social Security benefits (retirement, spousal, survivor, etc.) you are eligible to collect and the impact of certain circumstances.
A comparison of claiming options and the future earnings and longevity impacts Strategies to get the most money and avoid reduced benefits.
Information on eligibility dates, timing, and when and how to apply for benefits.