how we plan / Creating a Retirement Income Strategy /

Maximizing Your Social Security Benefits

TALK TO
AN EXPERT

Social Security benefits are a core component of Americans’ retirement plans. One of the most important decisions you can make with regard to Social Security is when to start collecting benefits. Claiming benefits too early can result in permanently reduced benefits, potentially leaving hundreds of thousands of dollars on the table over the course of your lifetime. An effective Social Security claiming strategy also involves coordinating the three different benefit streams (worker, spouse, and survivor).

At B|O|S, we analyze our clients’ unique situations as they relate to their ages, health, life expectancies, and cash flow needs to help them determine the best possible strategy for claiming Social Security benefits.

Speak with Michelle Soto, CFP®, CDFA™, who provides investment advice, portfolio design, and financial planning advice to both private and institutional clients

B|O|S Recognition

B|O|S is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.

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