Social Security Optimization Analysis

Maximize Your Social Security Benefits for Retirement

A recent study has revealed that retirees are collectively missing out on $3.4 trillion in potential income that could have been used during their retirement due to suboptimal Social Security claiming decisions. This equates to an average of $111,000 per household.

At TA Financial Strategy, we believe that everyone deserves to maximize their retirement income. That’s why we offer a comprehensive Social Security Optimization Analysis to guide you through the application process and help you make the best selection for you and your family. Our team of experts will work closely with you to understand your unique needs and circumstances, and provide personalized recommendations that can help you avoid leaving money on the table.

We understand that navigating the Social Security system can be complex, which is why we strive to make the process as straightforward and stress-free as possible. Let us help you optimize your Social Security benefits so that you can enjoy a financially secure and fulfilling retirement. Contact us today to learn more about how we can assist you in achieving your retirement goals.

Our Social Security Analysis Includes:

Review of all Social Security options showing how to increase your monthly Social Security benefits by up to $800 for married couples, $150 for an individual and $450 for a surviving spouse.
Review your Social Security earnings/benefit statement.
Compare Social Security benefits before and after full retirement age.
Identify whose account your Social Security benefits should be based on (self, spouse, ex-spouse, deceased spouse).

Complete review of your unique situation (divorce, widow, remarriage and child-related).
Calculate your breakeven point.
Determine together when you should apply for Social Security benefits.
General discussion of Medicare, Parts A, B, C, D.
Assistance with applying online.
Discuss any follow-up questions.

We Don't Make Empty Promises

“Caring and honesty are the 2 most important qualities when I make a decision to partner with any business, and Jeremiah and Jessica Nolen exemplify that completely! I would recommend TA Financial Strategy to anyone who is looking for financial planning help. They are the absolute best!”

- Jeff S

“Very informative as to how to get the best benefits from social security, pension plan, and 401k. We were looking for someone local to help in these areas and Jeremiah was very knowledgeable and was able to assist us in those areas mentioned above. We would definitely recommend him!”

- Terry B

“TA Financial Strategy develop a financial plan specifically for your individual needs. They take the time to answer all your questions and explain each phase of your plan. They treat you like family not just a client.”

- Bruce C