Experience You Can Trust

Social Security

SS benefits 2

Social Security is the cornerstone of your retirement planning and can be up to 50% of your retirement income needs. Making the right decision about when and how to claim your Social Security Benefits can be one of the most crucial decisions you will ever make.

Making the wrong decision can potentially cost you and your family tens of thousands of dollars in lost income.
You only have one chance to correct!

Unless you are one of the few workers who still has a pension plan from your employer, this will be the only retirement benefit that has a cost of living adjustment attached to it.

Regardless of your ability take advantage of some particular claiming strategies, Social Security is still the most effective weapon in your tool box to deal with the 3 major pitfalls in retirement: Longevity, Inflation and Taxes.

We are experts in optimizing Social Security benefits in retirement so you never run out of money, you stay ahead of inflation and you minimize your taxes. All of our staff are Certified in Social Security Claiming Strategies and are ready to help you.

 

Did You Know?

Is 70 the New Retirement Age?

Augmenting Your Social Security

 

Social Security is not a simple decision. Let us help you determine 

the most effective way for you to take this valuable benefit.

Read the latest news about Social Security

Timeline for Filing SS

Download this Form

 

 

SOCIAL SECURITY PLANNING SEMINARS

SS ad 8

csscs

Giving You the Tools to Maximize Your Benefits!

This informative one hour session is designed to help you plan
how to take your Social Security Benefits so you can receive
the maximum benefits possible given your personal situation.

Regardless of your ability take advantage of some particular claiming strategies, Social Security is still the most effective weapon in your tool box
to deal with the 3 major pitfalls in retirement: 

Longevity, Inflation and Taxes.

We are experts in optimizing Social Security benefits in retirement
so you never run out of money, you stay ahead of
inflation and you minimize your taxes.

We also cover what you need to know
when applying for Medicare
and other Government Benefits


All of our staff are Certified in Social Security Claiming Strategies
and are ready to help you.

CSSCS_logo

 


Upcoming Seminars


Saturday, November, 19th
10:30 am
or
Saturday, November, 19th
1:00pm

at

ivycommunitycenterIvy Community Center
4222 Fayetteville Rd, Durham, NC 27713

register-now-button-pilll-red-hi

or

Reserve Your Seat! By Calling  866-997-8225

 Call now to secure your seat at this informative meeting.