Social Security

For many retirees, Social Security is a major component of their retirement income. Making an improper or poorly-informed decision could cost couples thousands and even hundreds of thousands of dollars in lost benefits. We believe there is not a one-size-fits-all strategy. Social Security needs to be viewed as part of the overall income strategy for the retiree based on each client's unique circumstances and tax situation. 

We use personalized social security software to help each client evaluate their options and help them choose which plan best fits their needs. One of our wealth advisors, Nate Hahm, has earned the certification of National Social Security Advisor® to enhance our social security knowledge and be better equipped to provide unbiased social security advice to our clients. 

Social Security has seen many changes since it was enacted in 1935. For Social Security to stay on a firm financial path more changes will need to be made in the future. While we don't know what those changes will be, we will continue to evaluate options for you to maximize your benefit.