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Social Security

Maximizing your benefit.

a huge decision

Deciding how to claim Social Security is arguably one of the largest financial decisions you will make in your lifetime. However, Social Security is complex and there are a lot of rules. Alarmingly, Americans are collectively foregoing billions of dollars in lifetime income because they are not well-informed about the choices available to them.

Realizing people need help with this important decision, we made a commitment to provide solid education, guidance, and tools needed to assist you in making sound, informed decisions about when to start your Social Security benefits.

what we do

We utilize trained specialists, research and software tools to figure out the short- and long-term effects of your Social Security choices. This allows you to see how much lifetime income you will get, and make the choice that is best for you and your family.

We show you what choices are best for you as well as step-by-step instructions telling you exactly what to do and why it works.

We understand the nuances of Social Security, and we can help you determine your best strategy for collecting benefits in line with your retirement goals.

our goal

Our ultimate goal is to help you maximize your Social Security benefit, ensuring you get the most out of the money you are entitled to.

The bottom line is that choosing when to start your Social Security benefits is the first major decision you face as you move into a new phase of your life.

Making a mistake can cost you thousands of dollars over your lifetime and impact your loved ones after you are gone. We make sure you get what you deserve.

Why Us

Traditional Broker The Gleason Group
Personalized Maximization Strategy no yes
Detailed Custom Reports no yes
Ability to Compare Scenarios no yes
Assistance During Filing no yes
Holistic Approach no yes
What's your optimal strategy?