Social Security Strategy Report

www.academywealthadvisers.com/social-security-strategy-report

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If you are soon-to-retire and are struggling with how best to file for your social security benefits, then read on.

We will prepare a personalized Social Security Strategy Report for you that will present and compare different filing strategies. Our report will focus on two important goals:(1) maximizing your lifetime benefits and (2) minimizing longevity risk.  This report package consists of data analysis, preparation of a preliminary report, one face-to-face meeting and the preparation of a final report.