Social Security planning has several moving parts- solo claim, spousal claim, ex-spouse claim , disability claim. There are over 2800 rules regarding Social Security. Timing of when you claim and your custom needs should be addressed as part of your retirement plan. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Lastly, we have powerful tools and the experience to help you accomplish your best success.
