L
LEGACY
FINANCIAL SERVICES
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:
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Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution.
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Explain the importance of routinely verifying your Social Security statement earnings record for accuracy.
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Explore strategies that may enhance the benefits available to married couples.
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Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).
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Examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.
