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SOCIAL SECURITY OPTIMIZATION

Unlock More from Social Security—With a Plan That Fits You.

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Claim Smart. Retire Confident.

As retirement approaches, many Americans look to Social Security as a foundational piece of their retirement income—but the truth is, when and how you claim your benefits can significantly affect your lifelong income.

With over 2,700 rules in the Social Security handbook, it’s no surprise that many retirees leave money on the table simply because they don’t understand their options. Claiming early could reduce your benefits by as much as 30%, while delaying just a few years could increase them substantially.

For married couples, individuals, widows, and even those still working past full retirement age, the strategies can get complex—but that also means there are opportunities to optimize.

Are you confident your current retirement income strategy takes full advantage of your Social Security options? Are you prepared to coordinate your benefits with your spouse’s? Have you accounted for longevity or survivor benefits?

We can help you evaluate your situation and explore strategies designed to maximize your Social Security benefits, in alignment with the rest of your retirement income plan. It’s not just about when to claim—it’s about how to make the most of what you’ve earned.

 

Have Questions for Servant Advisors Group?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Investment advisory services offered through Servant Wealth Management LLC, a registered investment adviser in the states of Tennessee and Mississippi.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.