Social Security Planning

Social Security and retirement income

There seems to be more questions about Social Security than perhaps any other retirement income strategy on the market today. There is also more confusion about Social Security options than most people will admit. With so many options and so much confusion, our experienced advisors act as guides to help you understand what options will help you meet your financial goals. We’ll show you ways to maximize your social security income.

One of the most crucial aspects of planning is to first understand your current financial standing with Social Security. If you haven’t created your own My Social Security Account on SSA.gov then watch this video to learn more about its importance. Next, go create your My Social Security Account. Finally, call us to schedule a Free consultation.

Financial goals are as individual as you. A one size fits all methods doesn’t work for retirement planning, and it certainly doesn’t work with Social Security planning either. When it comes to Social Security, One Size Fits One. We can help you find the Social Security strategy that is just right for you.

When you meet with one of our advisors or attend our Social Security workshop you will learn how various filing strategies may affect your Social Security income. We’ll help you make sense of what options are best for you.


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“Since my income is sporadic as a real estate agent, I needed a financial plan that was flexible. Universal Retirement designed a plan for us that works great because I can make contributions when I have a good month.

When money gets tight I can access my retirement savings without early withdrawal penalties and taxes.

They really understood our needs and designed a plan that was perfect for our family!”

Michelle Grant
Realtor, Realty One Group

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