Retirement and Social Security Planning
Wondering whether you have saved enough money to retire or when to begin taking Social Security? A targeted retirement plan analysis can help answer these questions.
We work with you to create a retirement plan that assesses optimal retirement savings and withdrawal strategies, company retirement plan options, and potential long-term care requirements. We will help you identify your optimal claiming strategy to maximize your expected lifetime Social Security benefits. Our detailed Social Security analyses often find creative claiming strategies that allow for significantly greater lifetime Social Security benefits.