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.