There are two things you need to get started:
- Your Guide to Social Security Maximization
- A customized Social Security Maximization report
To provide you with your customized report, the first step is to complete the Strategy Assessment®. This is complimentary and available in the Generational Vault – secure, easy to set up and available at no cost. Just fill out the short form on this page to request your complimentary Generational Vault account.
Get StartedMost of my clients imagine triggering their Social Security benefits at one of three ages:
- Age 62
- Age 66, or Full Retirement Age (FRA)
- Age 70
Unfortunately, in nearly every circumstance, none of these three ages will actually get them their maximum lifetime benefit.
Instead, your maximum lifetime benefit is found by running over 20,000 calculations and exploring advanced strategies.
Your customized Social Security Maximization report will let you know when and how to file for benefits to achieve your maximum lifetime income.