Once you understand what options you have, the next step is to optimize them into your retirement plan. Our Claim Wise partners take a mathematical approach to ensure that you get the most from your hard earned benefits.
Not only are there hundreds of ways you can claim your benefits but the decisions you make are permanent.
That's why our first step is to educate you on only the things that matter to you so you can make an informed decision.
Now that you have a hard copy report of when and how you should claim your Social Security, you can move into the other details of your retirement plan. Our professionals are experts at integrating everything together into a fully developed retirement income plan so that you never have to worry about running out of money again!
Every day 10,000 new baby boomers reach full retirement age and every day, many of them make permanent decisions regarding their Social Security. Claim Wise is a national network of Financial Professionals dedicated to ensuring those decisions are educated, informed, and optimized and we do that through a 3-step process. Step one is all about education - with hundreds of different ways to claim, it's important to start with the basics first. Then, with that foundation in place, in step-2 we utilize powerful software to analyze your unique situation and provide you with an easy to understand report that gives you the when and how in plain English. Lastly, in step 3, we fully integrate your Social Security benefits with your full retirement income plan so that you can enter retirement with full piece of mind. Welcome to Claim Wise!
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