Social Security Planning

Many people become stressed as they near retirement and need to determine when to begin receiving Social Security payments. After all, there’s a lot at stake. Making an ill-informed decision can cost you hundreds of thousands of dollars in lost payments over time.

At Secure Path Advisory Group, we take into consideration your savings, investments, marital status, life expectancy, monthly income requirements, legacy goals, health status and more as we determine the optimal Social Security payment strategy. Our goal is to enhance your monthly income while maximizing your payments over time.