How Can Social Security and Retirement Planning Work Together for Your Benefit?

Client Focused, Personalized Approach, Fiduciary Driven

Social Security benefits are an important part of your retirement strategy and must work together with other assets to give a true retirement income plan. Brokerage Specialists provides each client with a Compass Report. The Compass Report lays out a year by year plan through your retirement that shows where your income will draw from. This plan takes into account Maximizing your Social Security, Required Minimum Distributions, tax consequences, and longevity of savings among other factors. Contact us today to request your complimentary and comprehensive Compass Report and have a plan for your retirement income.