Skilled Social Security Planning to Maximize Your Benefits
As you near retirement, you may hear conflicting information about Social Security benefits from colleagues, friends, or family.
You’re not alone. Navigating the complexities of the Social Security system can be daunting, and many find it challenging to maximize their benefits without professional guidance.
At HORAN Wealth, we’re here to simplify Social Security planning for you and help you make the most of your eligible benefits.
The Benefits of Social Security Planning
The financial professionals at HORAN Wealth have extensive experience helping clients navigate Social Security-related issues. We aim to eliminate any fear or frustration you might have about the planning process.
Timing is crucial when claiming your benefits. The amount you receive could vary significantly based on when you file, potentially impacting your retirement savings substantially. To make the best choice for your financial future, take the time to understand your options!
As you approach retirement, you may have questions about Social Security, such as:
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What is the maximum Social Security benefit I can receive?
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What is the full retirement age?
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When should I start receiving my Social Security retirement benefits?
Our Social Security specialists are here to provide clear answers to these questions and more, offering both unmatched proficiency and a personalized approach to ensure you maximize your benefits.
Maximizing Social Security Benefits
Our wealth advisors are well equipped to guide you through two of life’s biggest decisions: selecting your Social Security and Medicare benefits.
Our knowledgeable specialists will walk you through the various options and their implications, developing strategies to maximize your lifetime benefits, including those for dependents and spouses. We also assist with the filing process.
In addition to assisting individuals, we collaborate with institutional clients, offering educational seminars to help your team members understand their Social Security options. With comprehensive insights into the intricacies of Social Security benefits, we ensure you and your organization make the most informed decisions.
Navigating Medicare & Social Security
To get a head start on your Social Security planning, join us for our virtual seminar series, Navigating Medicare & Social Security. This informative series, led by our Social Security specialists, explores the nuances of both programs and the relationship between the two.
your options with a HORAN Wealth advisor
Webinar Series:
Navigating Medicare
& Social Security
Jump-Start Your Social Security Planning
Your Social Security benefits are yours to claim, and there's no reason to leave any of it behind. At HORAN Wealth, our team, with decades of combined experience in Social Security planning, is here to help you maximize your benefits and secure a stable retirement.
Schedule an appointment today to review your options and start planning for a better future.