Reduce Your Taxes & Maximize Your Income and Wealth in Retirement
Imagine a retirement where your dreams aren't just dreams – they're a vibrant reality.
As your retirement income and Social Security strategist, I'm not just a planner; I'm your partner in crafting a retirement that truly reflects you.
We'll unlock the maximum Social Security benefits you deserve, weave together a retirement income plan that's as unique as your aspirations, and ensure you retire on time, with higher income and lower taxes.
Together, we'll strategically grow your investment wealth, navigate the complexities of healthcare costs, build a legacy that outlasts you, and empower you to live a life of purpose and abundance, both now and for generations to come.
The problem for many:
Retirement planning can be complex and overwhelming. Navigating Social Security presents unique challenges and many financial advisors are not well informed or trained in its' specifics and complexities.
A recent Social Security Administration analysis revealed that the average retiree household forgoes over $110,000 in lifetime income due to less-than-optimal claiming decisions.
That's your money left on the table.
There's a solution:
Discover the power of a personalized Social Security Optimization and Retirement Cash Flow Analysis – it's FREE! Watch the video for an overview and how it is tailored specifically to your unique situation.
Take the first step towards a secure and fulfilling retirement. Schedule a free 15 minute intro call today. I'd like to hear from you, and would be happy to answer your questions and provide information to help you make great decisions about your retirement. No sales, no products, no pressure.
Email me at Alan@PCRetire.com, or call me: 804-250-1034
Guided by a Retirement Income and Social Security Planning Specialist
How Does My Social Security Advisor's Optimization Analysis Help Me? What Will I Learn?
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Review of all filing options to determine your best strategy
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Compare benefits before and after full retirement age
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Learn how to increase your lifetime Social Security income up to $100k or more
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Review of your Social Security earnings/benefit statement
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Know the impact each filing strategy has on your taxes...it's surprising
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Identify whose account your benefits should be based on (self, spouse, ex, deceased spouse)
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Calculate your break-even point for each strategy
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Understand how each filing option impacts your income, taxes, cash flow, and wealth
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A detailed, professionally prepared multi-page Analysis and consultation
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Prepared specific to your circumstances and needs
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General discussion of Medicare and IRMAA
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Discuss follow up questions
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Protect yourself and/or surviving spouse
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No regrets, no leaving money on the table
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Enjoy the confidence of knowing you have information to make a great decision
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It's a free 1 hour consultation, no cost or further obligation
Planning for retirement is complicated, that's why I want to make this as easy and helpful as possible for you.
Your analysis is yours to keep. Use it to guide your own planning, discuss it with your current financial advisor, or simply gain a deeper understanding of your Social Security options.
Regardless of how much you've saved, planning for Social Security is crucial to your financial success.
Let's schedule a brief 10-15 minute call today to answer your questions or get more information. It's a simple conversation that can have a significant impact on your financial future.
I'm here to help you understand your options and make informed decisions. There's absolutely no pressure or obligation.
Feel free to email me: Alan@pcretire.com, or give me a call: 804-250-1034
If you prefer, schedule a call now and take the first step towards a more secure and enjoyable retirement.
Book a call
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