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What We Do For You
- We Maximize Your Social Security & Make It Easy!
- We Show You How to Make The Best Choices
- Speak to An Expert: Access to A Dedicated Social Security Advisor
- Tell You When to File, What to File, & How to File
- We File For Your Social Security For You
Why Help is Needed
- 70% of Americans Leave Money On The Table ($120,000 On Average, Per Couple)
- Social Security Is Complicated! Are You Making The Right Decisions?
- Most Financial Advisors & Planners Don’t Know How to Maximize Social Security
- The Social Security Administration Is Prohibited from Providing Advice
- Save Time: We Save You Time and Hassle
Choose Your Plan
$10,000 Guaranteed or Your Money Back!
- We will increase your lifetime Social Security benefits by at least $10,000 or your money back!
- We guarantee you the largest benefits maximization strategy or your money back!
DELUXE
Software Only-
We Maximize Your Social Security
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Personalized Social Security Strategy
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Best Claiming Strategy Identified
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When, What, & How to File
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Detailed Custom Analysis
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Easy Visuals & Instructions
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Important Filing Dates
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We Make It Easy!
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Online Access
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Compare & Create Scenarios
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Speak With An Expert- Unlimited Access
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Claiming Questions Answered*
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Easy Filing Service! We File for You!*
PREMIUM
Speak With An Expert-
We Maximize Your Social Security
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Personalized Social Security Strategy
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Best Claiming Strategy Identified
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When, What, & How to File
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Detailed Custom Analysis
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Easy Visuals & Instructions
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Important Filing Dates
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We Make It Easy!
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Online Access
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Compare & Create Scenarios
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Speak With An Expert - Unlimited Sessions*
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Claiming Questions Answered*
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Easy Filing Service! We File for You!*
FILING SERVICE
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We Maximize Your Social Security
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Personalized Social Security Strategy
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Best Claiming Strategy Identified
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When, What, & How to File
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Detailed Custom Analysis
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Easy Visuals & Instructions
-
Important Filing Dates
-
We Make It Easy!
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Online Access
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Compare & Create Scenarios
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Speak With An Expert- Unlimited Access
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Claiming Questions Answered*
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Easy Filing Service! We File for You!*
SOCIAL SECURITY
Troubleshooting-
We Maximize Your Social Security
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Personalized Social Security Strategy
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Best Claiming Strategy Identified
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When, What, & How to File
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Detailed Custom Analysis
-
Easy Visuals & Instructions
-
Important Filing Dates
-
We Make It Easy!
-
Online Access
-
Compare & Create Scenarios
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Speak With An Expert- Unlimited Session*
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Claiming Questions Answered*
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Easy Filing Service! We File for You!*
*Most clients are able to resolve their questions or finalize advice needed in one session with their advisor. The initial Social Security Strategy Review and Social Security Filing Sessions with your advisor are unlimited in terms of time with your advisor. Beyond the initial Social Security Strategy review session with an advisor or the Social Security Filing session with an advisor, additional support needed (including emails) or advice or assistance from your advisor will be billed to the payment method on file at the hourly rate of $350 per hour with a $49.95 per incident minimum.
What You Get
We maximize your Social Security
We show you how to make the best choices
Speak to a certified Social Security AdvisorSM
Compare & contrast scenarios: be confident that you've compared ALL your options!
All this....why wait?
How It Works
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Step 1: Choose Your Plan
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Step 2: Make Your Payment
Step 1: Take the first step towards Maximizing Your Social Security! Choose either the Premium (Most Popular), Deluxe, or Standard plans and you’re on your way!
Step 2: Easily make your payment for your selected plan online or by calling us at 1-877-629-6923, option 3
Step 3: Answer a few basic questions for us and after a full analysis of ALL your claiming options, you’ll receive your Maximum Social Security StrategySM via email tailored specifically for you and a personalized recommendation from your Certified Social Security AdvisorSM so you can start earning more!
If you chose the Premium Plan, you will then have unlimited access to your Certified Social Security AdvisorSM by phone and online.