My Legacy Estate Planner

Areas of Legacy Planning

Insightful Information

Social Security Planning


When the Social Security program began in 1935, President Franklin D. Roosevelt said it was not intended to be the only means of support for the aged but rather a social safety net. Subsequent generations, however, tended to regard Social Security benefits as a major part of their retirement funding.

Social Security’s role now appears to have come full circle. Today’s need for a social safety net is as great as in the Great Depression when the Social Security program originated. The difference this time is how benefits can be claimed.  The Social Security system has 2,728 core rules and thousands upon thousands of additional codicils" designed to clarify” those rules.

While it’s true that every situation is unique to themselves maximizing your benefits to ensure the best possible outcome is paramount to our mission. We focus on those strategies and advice where claiming the most is our primary objective. 

Please reach out to us for a complimentary consultation.