The purpose of this questionnaire is to allow our Social Security Team to gather important information unique to you and your spouse. Your valuable customized report is not one-size-fits-all. Your accuracy and thoroughness here will enable our team to determine your best possible timing choices, claiming combinations and strategies, enabling you to MAXIMIZE your family's lifetime Social Security income benefits.
Your privacy and the safety of your personal information is critical to us 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 NEVER collect your Social Security Number (SSN).
3) Your Social Security statement does NOT contain your full SSN.
4) We ONLY collect necessary information to produce the most accurate, optimal report for your family.
5) This process enables our team to identify your best options resulting in the maximum income for your family.
ANY questions? If you'd like to call for any reason, our main phone number is: