- Analyze: Using proprietary software, we analyze hundreds of possible election strategies and identify the one strategy that offers the highest lifetime value.
- Integrate: We examine your optimal Social Security election strategy combined with your other assets, income streams and goals to identify potential conflicts. We will help you match your Social Security strategy to you overall plan to reach your goals.
- Identify Alternatives: When Conflicts exit due to asset structures or income needs we will identify alternative Social Security strategies.
- Present: We will provide a report comparing best, earliest and alternative strategies for your consideration.
- Our Main Goal: To provide you with a guaranteed paycheck throughout your retirement no matter how many years that may be. Primary goal is to be sure your never outlive your retirement savings. Retirement savings combined with Social Security will results in a comfortable retirement.