top of page
L

LEGACY

FINANCIAL SERVICES

✆ 555.555.5555

SOCIAL SECURITY EXPLORATION

social security

exploration

Today, 90% of Americans age 65 and older receive Social Security income benefits.¹  Will your Social Security benefits be enough in retirement?

Bridge the gap in your retirement strategy. We can help:

 

  • Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution.

  • Explain the importance of routinely verifying your Social Security statement earnings record for accuracy.

  • Explore strategies that may enhance the benefits available to married couples.

  • Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).

  • Examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.

L

LEGACY

FINANCIAL SERVICES

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer ornare, elit vel tincidunt dictum, quam nibh ultricies ante, sit amet ullamcorper nunc justo ut tortor. Vestibulum sed dictum dolor. Nunc id congue nisi. Sed aliquam feugiat metus, ac porttitor ante egestas id. Suspendisse potenti.

OUR SERVICES
GET IN TOUCH

3365 Address Street

City, ST 12345

​

Phone: 555.555.5555

Fax: 555.555.5555

Email: info@yourwebsite.com

© 2023 YOUR WEBSITE.  |  ALL RIGHTS RESERVED.

bottom of page