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 answer questions 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
Securities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Vermont, Washington & Wisconsin
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.
Keyes & Associates, Inc. is not an affiliate of Lincoln Financial Advisors.See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describe LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here.
