Consult with a CFP®.
Consult with a Certified Financial Planner™ who specializes in Social Security and Retirement Planning. We'll lead the way.
You'd rather be doing other things.
The right answers to your Social Security questions from one source.
We use industry leading software.
Your strategies will be compared side by side using one of the industry's leading software packages.

Welcome to your Individual Social Security Claiming Strategies

We apply the experience of over 1,000 consultations to maximize your claiming strategy.

My Social Security Analyst provides customized Social Security claiming strategies. We collaborate with financial professionals and work directly with their clients. We help their clients understand the nuances and rules surrounding the best claiming strategy. Clients who complete a consultation receive customized claiming strategies.

We use industry leading Social Security software to give our financial professional’s clients confidence in knowing they are getting all the benefits to which they are entitled. Social Security rules and regulations are daunting to the point of overwhelming, and keeping up is a full-time job. Professionals are able to provide their areas of expertise to their clients, while adding the value of Social Security maximization strategies from My Social Security Analyst.

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Mission Statement

Our mission and commitment to every client is to provide exceptional service. Our innovative and creative efforts will enable clients to have the confidence they are making the best choice in the selection of a claiming strategy that maximizes their cumulative lifetime benefits. With the decision confidently made, clients can return to celebrating their lives.
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The Latest

$104,000 is the median savings for households headed by somebody age 55 to 64, which translates to an inflation protected annuity of $310.  (Government Accountability Office)
35% of the American population age 65 and older will eventually enter a nursing home. (Urban Institute)
70% of people turning 65 will need some form of long-term care.  (AARP)
75% of the workforce will be made up of Millennials by the year 2025. (Brookings Institution)
$59 trillion of assets will be transferred generationally in the U.S. between 2007 and 2061.  (Barron’s)
In 2060, the U.S. will have almost as many Americans over the age of 85 as under the age of 5. (Pew Research Center)
45 million Americans are now 65 and older.  (US Census Bureau)
80 million Americans will be age 65 and older by 2050.  (US Census Bureau)
  “Any activity becomes creative when the doer cares about doing it right, or better." --John Updike, American writer
“The importance of money flows from it being a link between the present and the future." --John Maynard Keynes, British economist

What Makes Us Different

Our advisors guide you through Social Security claiming strategies as well as explain the financial benefits and risks to your overall retirement goals.