Social Security Planning

With a significant portion of the average retiree's income coming from Social Security, it's critical to understand how it works. While almost everyone is generally familiar with the program, the details can be complex. With over 2,700 rules and thousands of claiming strategies, figuring out the optimal time to file can be confusing. As a Registered Social Security Analyst, Michael can help navigate the Social Security program and apply it to your specific situation. 

Whether you're trying to retire early, maximize your income, or concerned about future spousal benefits, each situation is unique. Taking the time to fully understand your options will provide you with the confidence knowing you're making the right decision under your own personal circumstances. 

To get started, simply email the completed questionnaire (PDF version) and we'll be in touch soon!