Social Security Planning

“When should I begin receiving my benefit? What happens if I take my spousal benefit now and my retirement benefit later?”

These questions along with many other questions/concerns arise each year and every client situation is different. Social Security Planning is very important to all of us and should be taken very seriously. If calculated and planned for properly, you may be able to maximize your benefits and the benefits for your spouse.

We have taken the time to learn the details within the social security system and can help you prepare for your benefits. Please contact us to learn more and have us help you with your calculations.

Please contact us for more information regarding Social Security Planning. Call (970) 385-2555 or email us here.