Social Security Planning

Navigate the complex rules of the Social Security System with expert advice.

Retired couple standing in kitchen looking at laptop

Determining how much you will receive in Social Security benefits, when to apply for benefits, and how much you will need to live comfortably during retirement can feel overwhelming as you near retirement age. However, creating a Social Security retirement plan is essential.

Many people do not realize the importance of Social Security planning in retirement. Social Security is the single largest asset most people have for retirement. Not planning to use it properly could cost you tens of thousands of dollars over the course of your retirement.

Determining how much you will receive in Social Security benefits, when to apply for benefits, and how much you will need to live comfortably during retirement can feel overwhelming as you near retirement age. However, creating a Social Security retirement plan is essential.

Many people do not realize the importance of Social Security planning in retirement. Social Security is the single largest asset most people have for retirement. Not planning to use it properly could cost you tens of thousands of dollars over the course of your retirement.

See how much you could lose in Social Security benefits.

Custom Retirement Solutions provides comprehensive Social Security planning services that provide you with an individualized plan for your unique circumstances. We’ll show you how to maximize the Social Security benefits you receive throughout your lifetime with a comprehensive retirement plan that includes your Social Security assets.

Contact us to schedule a free consultation or attend a no-cost workshop to learn more.

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Let our financial advisors help you plan your financial future! Complete the contact form or stop by our office and we’ll be in touch.