Social Security Maximization


The workers at the Social Security Administration are there to help. However, their primary function is to file your claim. With 97% of the elderly either receiving or anticipating Social Security benefits, the amount of personalized advice the SSA can offer is limited.

The truth is, claiming Social Security at the wrong age may reduce your benefits by up to 57%, and there are so many different strategies to claim your benefits that it can be hard to decipher the best path for you. For example, the are over 100 different ways that a married couple can choose to have their Social Security benefits paid out to them.

Another shocking fact is that Social Security benefits are more modest than most anticipate, with the average benefit being $1,543 a month as of August 2021.¹

That’s why it’s imperative to strategize the timing of your claim so you can help maximize your benefit to fit your specific retirement plan. Speaking with a financial advisor can help you do just that. We’ll help you start with your big picture and then focus in on the key aspects that impact you the most, both the positive factors and any red flags that need to be addressed.

A handful of important factors that must be considered when determining the best strategy to utilize are:

• Life expectancy
• Ability to work
• Full retirement age
• Source of income (pension, savings, IRA, 401(k), etc.)

Those are just a few examples. The good news is you don’t have to go it alone!

When you explore this service, our advisors identify those factors that are key to your situation. Using our priority software, we run various reports to compare the different claiming strategies that would be most beneficial to you.

The best part? Client fees are customizable based on what path you decide to take. You’re never tied in until you’re satisfied the plan that we provide suits you.

Poole Locke Associates has helped hundreds of people prepare for Social Security, and we can help you, too.

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