Request Your Complimentary Social Security Maximization Report

One of the most important decisions you will make before retiring is when and how to claim Social Security benefits. The majority of retirees apply for benefits as soon as they become eligible at age 62. For many however, they do so without realizing they are significantly and permanently reducing the benefit amounts they and their spouse will have the opportunity to receive throughout their lifetime.

With hundreds of filing options and nearly 3,000 filing rules, Social Security is one of the most complex and confusing retirement income sources you have. In fact, according to Market Watch article in May of 2015, three out of four Americans leave thousands of dollars in Social Security benefits on the table because of uninformed Social Security filing decisions.

CBS News went as far as to say, “Married couples seeking to maximize their Social Security income will need to pull of an intricate Foxtrot through a thicket of bewildering rules!”

To learn more about how to maximize your social security, watch our Making the most of social security webinar.

There is a much easier way to maximize your social security benefits than trying to figure it out yourself. All you have to do is:

 1. Fill out the Questionnaire
 2. Email completed form to
 3. Schedule a meeting to review your report and our recommendations.


Make your personal savings last


Potential tax-free retirement


How Social Security is calculated


Spousal Benefits & Survivor Benefits


Independently Entitled Divorced Spouse



We give frequent social security workshops. This video is 1 of 10 segments that make up our Social Security Optimization MasterClass. 

Visit our calendar to view our upcoming workshops.


Find the answers you need on our Financial Education page.

We provide financial resources at your fingertips: webinars, seminars, educational videos, retirement calculators and white papers. Our online Financial Education Center is a great place to start!

Retirement Planning

These are five areas you must address to maximize retirement.

  • Determine whether you are on track to retire.
  • Determine when to file for social security.
  • Withdrawal strategies in retirement.
  • Determine how to manage risks.
  • How to minimize taxes in retirement.


We help you acquire the investment & insurance best for you.

We represent you, not the insurance or investment company. We are 100% independent, have access to all major companies and have no financial incentive to sell any one company’s product. Our objective is to help you find the best solution at the lowest cost.

Annual Reviews

As your finances and tax law change, updates are needed.

Your finances change over time and should be reviewed periodically. We schedule annual reviews with our clients to answer any questions, review investments and insurance, discuss tax law changes and identify any potential opportunity costs.


Life is Good. Retirement is Better If You Get the Right Help.