Social Security Maximization in Melbourne, FL

Though some people tend to take them for granted, Social Security benefits can be more valuable than you may realize. First off, Social Security is one of the few sources of income you can’t outlive. In fact, the longer you live, the more you’ll earn. What’s more, Social Security provides survivor benefits. If you pass away, your spouse and dependent children can receive benefits based on your work record – much like an automatic life insurance policy.

When is the Best Time to Apply for Benefits?

Knowing when and how to apply for your benefits is a critical step in the Social Security planning process. The difference between the best method and the second-best method of collecting Social Security could mean an extra $100,000 or more in benefits over the course of your lifetime. That’s why it’s important to have all the information necessary to determine which filing strategy is best for your individual goals and situation. And even if you’ve determined the best time and method for taking Social Security benefits based on your age, objectives, and lifelong earnings, it won’t matter much unless you properly coordinate your benefits with your overall retirement income plan.

We’ll work with you to make sure all your savings and investment vehicles are as reliable as Social Security, and capable of providing income you can’t outlive. We’ll help you determine:

  • How much you can expect to receive in benefits.
  • The best time to apply for your benefits.
  • The best strategies for maximizing your benefits.

Maximize Your Social Security Benefits Today

Call our office today to schedule a complimentary, no-obligation consultation so we can help to ensure you have done all you can to maximize your Social Security benefits and avoid leaving money on the table from this important retirement resource.

Arbor Financial Services of Florida is a full-service financial firm dedicated to helping those in the Melbourne, FL area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Arbor Financial Services,  and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Arbor Financial Services and Sound Income Strategies  are not associated entities. Arbor Financial Services is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies are associated entities. © 2023 Arbor Financial Services

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