Why Retirees Are Losing Trillions Of Dollars With Bad Social Security Advice … But Not Our Clients

We’re sorry to hear that American retirees are losing $3.4 trillion in potential retirement income by making bad decisions about when to start their Social Security benefits.

Not our clients.

As part of our retirement services, we help clients explore different options and optimize claiming strategies so they get the most bang for their buck.

In many cases, that can mean tens of thousands of dollars more in retirement income.

The Takeaway: We have special software that lets you compare different Social Security options to find the best strategy for you. We’re happy to set up a consultation for our clients.

We’ll also be offering clients a special opportunity to attend a complimentary seminar and Q&A session with a Social Security expert this coming Fall in our Boca office. Bring your questions! We’ll keep you posted on the date and time.

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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