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Social Security Planning

Social Security 101

 

Did you know that the average family leaves $111,000 on the table in retirement?

 

Did you also know that over 50% of the population solely depend on Social Security for their retirement income.

 

96% do not optimize benefits.

 

Most do not know that Social Security can be taxed up to 85%.

 

As a RSSA (Registered Social Security Analyst), I will help you every step of the way. This will include maximizing your benefits with a personalized Roadmap and consultation.

 

FACTS

  • Don’t accept advice from anyone other than a RSSA (Registered Social Security Analyst).

  • Knowledge is Power. Learn. Grow. Prepare. Establish.

  • The Social Security Administration has limited staff, limited availability.

  • Do you know everything you need to know to make the decision of what age to begin drawing benefits?

  • Spousal benefits, Ex-Spousal benefits, Survivor benefits, how still working affects benefits, SETARA (self-employed), DAC (disabled adult child), or widowed. How will this affect my PIA?

 

Don’t leave anything on the table in retirement. After all, this is YOUR hard earned dollars. Let us help you become educated and empowered to make the right decision of when to begin drawing benefits; not just for you, but for your family as well.

 

This has been the most under-educated topic for over 90 years, since it’s inception. Most people work and pay into Social Security for over 40 years of their life, and many depend on it as their sole source of retirement income. Why not fully understand it? We have a tool that can do just that. Let us help you.

 

Call now to schedule your free 5-10 minute consultation to see if doing a Roadmap analysis could be helpful for you.

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Sondra Wright

Owner/Producer/Social Security Analyst

As an Insurance Agent / Social Security Analyst it gives me great pleasure to empower every single person I am able to educate on Life’s important topics. Even more importantly, life’s important decisions. Decisions that impact not only the individual but their spouse and children. We ask the questions that not too many will. The hard real questions that matter. And we help put together real solutions. We are thankful to be able to have access to the software to teach this analysis and the “truer picture” options that make the planning process easier.

Areas of Expertise

  • Insurance Agent

  • Retirement Specialist

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