Social Security Maximizer

One of the hottest topics in the financial industry right now is when to start taking Social Security.

  • Shows whether the client should start their Social Security at age 62, 66, or 70.

  • Shows the client if they delay their Social Security where their income comes from.

  • Show the effect value of social security on my estate value for my heirs.

  • Be a holistic planner by considering income and assets.

*For licensed financial professionals only.