Social Security Benefits Planning

Make Your Money Last

After 33 years in the business, we have found that people typically go into claiming their social security benefits blindly and with no plan in place. However, there are strategies to optimize your money—and that’s where we come in.

First Financial Planners can help you optimize your strategy and timing to maximize your lifetime Social Security income benefits.

We believe it is important to solve the problem first, before jumping headfirst into retirement and to take measures to ensure that you will have an income at a level that you will never outlive. For many retirees, Social Security will be the only source of income in retirement. Some of the costliest retirement mistakes can be attributed to timing decisions because of the complexity of Social Security rules. We identify the optimum timing and strategy to maximize this benefit first, and then design and build the retirement income plan around it to generate the most income possible from the available resources.

When is the right time for you to claim Social Security?

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