Social Security

How to generate lifetime income by maximizing your Social Security

For many people, Social Security is their largest retirement asset; however, there’s more than 2700 rules that govern Social Security per the Social Security Handbook (ssa.gov). For most couples, they could have over 500 possible filing options yet they only know about one, maybe two.

Due to so many rules, filers could get less money than they’re eligible to receive. We help you create Social Security strategies so you can feel confident you are receiving the maximum benefits you are entitled to.

Maximizing Social Security benefits can have a significant impact on your plans as one of the primary sources of retirement income. Our team at OneTeam Financial includes one of the industry leaders on the topic to help evaluate your selection options and customized strategies for you.

As you plan for retirement, let us help you by reviewing your eligible Social Security retirement income options. Contact us to set up a call to discuss how we can help with your Social Security today.

Ready to discuss strategies to help maximize income, minimize taxes and protect your family?