Connecting Consumers With Financial Planners Who Understand Social Security
You can find a PlanMyBenefit Member locally.
Coodinate Income Streams
Understanding how Social Security coordinates with other assets and income streams in retirement is the key to reducing future taxation and maximizing benefits.
Choosing the right planner
Recent studies show that less than 22% of financial planners and advisors even understand the system or how to properly coordinate benefits.
Tools & Training
Our network has the tools and training to help you avoid leaving tens of thousands of dollars behind in lost benefits!
Stay up to date on current Social Security and retirement related law and developments.
Make an Educated Social Security Election.
Call 800-516-6145 or Email Us
As our federal government closes hundreds of local offices across the country, our network fills the void.
Call us today or visit your local PlanMyBenefit counselor for your customized benefits analysis.