Income Security

Secure a base level of income for retirement.

We help mitigate any potential risk that may surround your retirement income. We can secure a portion of your assets to generate guaranteed income for life.

Comfortable Retirement remains the #1 financial goal.

Americans of all income classes are concerned they will not have enough Income to secure their saving goals, monthly living expenses, and possible long-term care expenses. This has created a great deal of anxiety for many and has led people to look into their options to create a guaranteed source of retirement income.

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There are only 3 sources of guaranteed retirement income.

Government benefits, such as Social Security, and any defined-benefit pensions are the two common sources that annuitize your retirement wealth. Luckily, there is a third option available to increase your amount of guaranteed income above and beyond those benefits.

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Social Security

Social Security replaces a percentage of a worker's pre-retirement income based on your lifetime earnings. The amount varies depending on earnings and when you choose to start benefits.

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Pension

Defined benefit plans provide a fixed, pre-established benefit for employees at retirement. With most of the responsibility and risk being to the employer, they are becoming increasingly scarce.

Third Option...

  • Tax-deferred Growth

  • Guaranteed Income

  • Asset Protection

Make sure you get the most out of your Social Security benefits.

It’s important that we analyze all of your available options in order to create the best strategy for you to receive the maximum benefits at your optimal retirement ages. 

Discover your unique 'optimal retirement age' strategy. We'll analyze your unique situation, test every scenario possible, and show you which claiming option will be the best strategy.

Compare optimal strategy against other claiming strategies. We'll show you how your optimal strategy performs against claiming at age 62, your full retirement age, and at age 70.

Receive a shortfall analysis on your retirement income. We'll show you if (and when) there will be a shortfall to your retirement income and present you with the best options for how to 'close the gap'.

In addition to maximizing your Social Security benefits, we can help you protect a portion of your money for income security in Retirement. 

Please contact us today to find out how!