The purpose of this questionnaire is to allow our Social Security team to gather important information unique to you and your spouse. These valuable reports are not one-size-fits-all. Please be as accurate and complete as possible. Your accuracy and thoroughness will enable us to determine the best possible timing choices, claiming combinations and strategies, which will MAXIMIZE your family's lifetime Social Security income benefits.
Your privacy and the safety of your information is critical and held with strict confidence. As a professional Wealth Management firm we deal with this type of information with every client.
To protect your interests:
1) You are connected to this form via a secure encrypted web link.
2) We do NOT collect sensitive personal data like your Social Security Number (SSN).
3) Your official Social Secuirty statement from the Social Security Administration does NOT contain your SSN.
4) We ONLY collect the information necessary to produce the most accurate, optimal report for your family.
5) This process enables our team to identify the best option resulting in the maximum income for your family.
If you have ANY questions, or if you'd like to call for any reason, our main phone number is: