Analyze Your Social Security Options

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As part of the financial planning services that I offer, my software can guide you through filing decisions that could increase your annual benefit by as much as 76%1 and increase your lifetime benefit by tens of thousands of dollars.

As part of the financial planning services that I offer, my software can guide you through filing decisions that could increase your annual benefit by as much as 76% and increase your lifetime benefit by tens of thousands of dollars.

Identify Social Security filing strategies tailored to your unique needs

  • Learn how your Social Security will be taxed or reduced when you have additional income.
  • Know how divorce or death of a spouse will affect your benefits
  • Receive a personalized report
  • Position Social Security to help guide your retirement planning

For my current clients and clients of estate planning attorneys, this report is free. For non-clients, the analysis and report is only $60.

Call Angel at 720-373-4143 to order a report.

1 Based on an individual with full retirement age of 66, comparing early filing as age 62 and receiving reduced benefits of 75% of primary insurance versus delayed filing at age 70 and receiving credits to increase benefits by 32% of primary insurance amount.