Social Security Optimization

Your Social Security retirement benefits represent a lifetime of savings, time, and hard work. The timing of when to claim your benefits calls for careful consideration. Optimizing your Social Security income may require a more complicated approach.

At Executive Financial Group, we will work alongside you to discover a plan to better utilize your Social Security income. We’ll help you bridge the gap between your Social Security income and the retirement lifestyle you want and explore your options of alternative financial vehicles to help fill that income gap.

The taxation of your Social Security income is another important factor in a sound financial plan. With taxation on benefits beginning at a modified adjusted gross income of just $32,000 for married couples, most retirees are disappointed to find they are paying taxes again on their Social Security dollars. We can help you avoid or minimize the effects of taxation on your benefits.

To talk more with our team and to download your copy of “3 Reasons People Take Social Security,” fill out the form below.