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SOCIAL SECURITY EXPLORATION

Today, nearly 90% of Americans age 65 and older receive Social Security income benefits.¹  Will your Social Security benefits be enough in retirement?

Bridge the gap in your retirement strategy. We can help:

 

  • Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution.

 

  • Explain the importance of routinely verifying your Social Security statement earnings record for accuracy.

 

  • Explore strategies that may enhance the benefits available to married couples.

 

  • Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).

 

  • Examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.

¹ Social Security Administration: 2018 Fact Sheet, November 2018

 

Please note that Financial Pathfinder, LLC and their representatives do not give legal or Social Security advice. You are encouraged to consult your attorney or the Social Security Administration via your local office or online at ssa.gov.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

Contact Us Today To Learn How Financial Pathfinder Can Help You!

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FINANCIAL PATHFINDER, LLC

Forney, Texas 75126   |   404-738-9234   |   fakridge@optiviseria.com

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Optivise Advisory Services ("OAS"), d/b/a Financial Pathfinder LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. OAS, Form ADV Part 2A, and CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

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