Social Security Maximization & Income Planning

Our core specialty is helping San Diego baby boomers understand the importance of Social Security maximization. Social Security, if utilized properly, is a cornerstone of retirement planning. By understanding the different claiming strategies, clients can get tens of thousands of dollars more a year in Social Security income. This income is indexed for inflation, therefore providing a guaranteed income stream that they can never outlive. By utilizing the proper claiming strategies, clients will be able to draw less money from their investments, therefore preserving assets for emergencies, lifestyle events, or for their heirs. If you’re in the San Diego area call us and let us help you plan for retirement (877) 576-0814.

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