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Social Security



Most of my clients imagine triggering their Social Security benefits at one of three ages:

  • Age 62
  • Age 66, or their Social Security Full Retirement
  • Age 70

Unfortunately, in nearly every circumstance, none of these three ages will actually get them their maximum lifetime benefit. Instead, your maximum lifetime benefit is found by running over 20,000 calculations and exploring advanced strategies such as Restricted Application and File and Suspend.

Watch the video then find out how much money you could be missing out on and attend one of our free workshops listed below.

Social Security Workshops

July 27,2017 6:30pm 
O'Fallon Public Library

August 24, 2017 6:30pm
Edwardsville Public Library
August 26, 2017 9:30am
Edwardsville Public Library

October 26, 2017 6:30pm
O'Fallon Public Library
October 28, 2017 9:30am
O'Fallon Public Library

Call or email to register:
800.257.5046 or