For many retirees, Social Security represents a portion of the income they will rely on during
Therefore, it is important to carefully consider not only when to claim Social Security
benefits, but also how to incorporate your unique circumstances, challenges, and goals into this
decision. Working with a financial professional who can help you identify potential obstacles, or
even uncover opportunities to enhance your current retirement income strategy, is a step toward
creating an informed and empowered retirement.
Please complete the questionnaire below for
you and your spouse, if applicable, to begin the process.