Social Security Analysis
As Baby Boomers reach the Social Security Age, many questions remain with how to potentially maximize and custom tailor a claiming a strategy that meets your family’s needs:
We help you answers like the following:
- Will Social Security be there for me?
- How much can I expect to receive?
- When should I apply for Social Security?
- How can I potentially maximize my benefits?
It’s our belief that by establishing a comprehensive financial plan, social security can be ‘underwritten’ to fit into your personal financial plan.
Schedule a consultation or review with a member of our team.
Disclosures
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alaska, Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Iowa, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New Mexico, New York, Oregon, Utah, Virginia, Washington
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.
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