Social Security Planning
Consider the following about Social Security:
- Did you know that billions of dollars in benefits go unclaimed each year?
- Did you know the Social Security office can’t provide you with election advice?
- Do you know which Social Security election strategy will most benefit you and your family?
If you answered “no” to any or all of the questions above, Social Security planning from The Milestone Center could greatly benefit your financial future. If you're a baby boomer approaching retirement age,taking the correct approach to benefits can be a deal breaker when it comes to lifetime income.
Dee Siegferth has taken the time to learn the in’s and outs of our complex Social Security system. With his knowledge, The Milestone Center is proud to be able to offer our clients a comprehensive Social Security plan to compliment the rest of our financial strategies. Our plan includes the following:
- Side by side election strategy comparisons(available for couples, divorcees, widow(ers), and single clients)
- Estimated lifetime benefits
- Election strategy recommendations
- Integration with your existing financial plan