Social Security Analysis

Are you leaving money on the table?

Most people simply file for social security benefits when they reach age 62.  However, if you can wait until you 70, you can get a bigger benefit check every month.

That’s just the beginning.  There may be a choice of filing strategies that many people simply are not aware of.

Bottom line….social security rules are more complex then they seem.  That’s why it’s smart to get professional advice to make sure you make an informed decision.

A Social Security Analysis by Scarborough Capital Management can help you make a choice you’re confident about. 

How It Works:

  1. You are matched up with one of our experienced CERTIFIED FINANCIAL PLANNER™ or CHARTERED RETIREMENT PLANNING COUNSELOR™ professionals.
  2. Your financial advisor will consider your age, work history, projected retirement data and overall goals. Then they will utilize several technology platforms to ensure the most up-to-date data to help with all the current rules and calculations required for Social Security
  3. You’ll be presented with an easy to understand picture that allows you to see how your choices will affect your lifetime benefits.
  4. Your financial advisor will review the analysis with you, answer your questions and discuss your options.

Social Security rules are very complex.

Learn more from our eBook, 5 Things Retirees Should Know.