Complimentary Counseling Sessions
Our counselors are located across the country to provide complimentary one hour sessions designed to maximize your benefits. Once the optimal Social Security strategy is determined we will guide you through coordinating this strategy with all of your other assets and income streams.
Make sure to bring Social Security statements as these will be necessary to calculate the most accurate report. If you don’t have a current Social Security statement please visit SSA.gov to obtain a copy prior to your session.