Why We Care About Social Security
The simple reason is that the cost of making the wrong decision can be catastrophic. A lot more goes into the claiming strategy than selecting a date because it feels right. Everyone in this room is at a different stage in the process. Some people are just beginning, and others have thoroughly researched, realizing how complex this is. But how can you even come close to making the correct decision when you might not even be aware of what options are available to you? To ensure, at the very least, you know what's out there.
What Makes Us Different
We are an organization dedicated to spreading awareness of social security and retirement planning issues. There is an overwhelming amount of information available online that rarely leads anyone to the correct decision. Many discount software packages claim to provide the optimal solution for a low upfront sale. These options don't factor in nearly the necessary amount of data to assist you in making an informed decision.
We take the time to understand your social security income goals and other important qualitative and quantitative factors to arrive at the best solution for you.
Powered By Mountain View Wealth Management LLC
We are powered by Mountain View Wealth Management LLC. For the past almost 20 years, too many times, a case has come across our desk where someone was about to make the wrong decision or, even worse, already had. The cost of making the wrong decision can be catastrophic. Getting the social security claiming strategy incorrect can cost over a hundred thousand dollars. That's not even accounting for how it interacts with the other pieces of the retirement income puzzle. All your retirement assets and income sources work together, each with strengths and weaknesses. If you're not maximizing one, you must make up those dollars elsewhere.
To ensure that others weren't subjected to the complexity of one of life's most important decisions, we offered free strategic social security planning.
