Choose Your Plan
$10,000 Guaranteed or Your Money Back!
- We will increase your lifetime Social Security benefits by at least $10,000 or your money back!
- We guarantee you the largest benefits maximization strategy or your money back!
One-Time Fee!
DELUXE
Software Only
$
49
95
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We Maximize Your Social Security
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Personalized Social Security Strategy
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Best Claiming Strategy Identified
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When, What, & How to File
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Detailed Custom Analysis
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Easy Visuals & Instructions
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Important Filing Dates
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We Make It Easy!
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Online Access
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Compare & Create Scenarios
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Speak With An Expert- Unlimited Access
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Claiming Questions Answered*
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Easy Filing Service! We File for You!*
PREMIUM
Speak With An Expert
$
124
95
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We Maximize Your Social Security
-
Personalized Social Security Strategy
-
Best Claiming Strategy Identified
-
When, What, & How to File
-
Detailed Custom Analysis
-
Easy Visuals & Instructions
-
Important Filing Dates
-
We Make It Easy!
-
Online Access
-
Compare & Create Scenarios
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Speak With An Expert - Unlimited Sessions*
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Claiming Questions Answered*
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Easy Filing Service! We File for You!
Popular
FILING SERVICE
$
99
95
-
We Maximize Your Social Security
-
Personalized Social Security Strategy
-
Best Claiming Strategy Identified
-
When, What, & How to File
-
Detailed Custom Analysis
-
Easy Visuals & Instructions
-
Important Filing Dates
-
We Make It Easy!
-
Online Access
-
Compare & Create Scenarios
-
Speak With An Expert- Unlimited Access
-
Claiming Questions Answered*
-
Easy Filing Service! We File for You!*
SOCIAL SECURITY
Troubleshooting
Custom
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We Maximize Your Social Security
-
Personalized Social Security Strategy
-
Best Claiming Strategy Identified
-
When, What, & How to File
-
Detailed Custom Analysis
-
Easy Visuals & Instructions
-
Important Filing Dates
-
We Make It Easy!
-
Online Access
-
Compare & Create Scenarios
-
Speak With An Expert- Unlimited Session*
-
Claiming Questions Answered*
-
Easy Filing Service! We File for You!*
*Most clients are able to resolve their questions or finalize advice needed in one session with their advisor. The initial Social Security Strategy Review and Social Security Filing Sessions with your advisor are unlimited in terms of time with your advisor. Beyond the initial Social Security Strategy review session with an advisor or the Social Security Filing session with an advisor, additional support needed (including emails) or advice or assistance from your advisor will be billed to the payment method on file at the hourly rate of $350 per hour with a $49.95 per incident minimum.
What is a Maximum Social Security StrategySM?
A personalized Social Security Strategy that maximizes your Social Security benefits. Speak to a Social Security Expert, easy visuals, multiple scenarios and more! We make it easy!
Why Help is Needed
Social Security is complicated! 70% of Americans leave money on the table–$120,000 on average per couple. You need a custom strategy and as the experts in Social Security, we save you tons of time and hassle!
What You Get
We maximize your Social Security
We show you how to make the best choices
Speak to a certified Social Security AdvisorSM
Compare & contrast scenarios: be confident that you've compared ALL your options!
All this....why wait?
Also Need Medicare Advice?
Medicare is complex. Let us help you by making Medicare simple so that you can choose wisely. Work with our expert Medicare Advisors and make an informed decision and avoid costly mistakes by letting us help you choose the best Medicare plan for you. We research your Medicare options, compare coverage options in your area, assist with enrollment, and make Medicare easier than you thought it could be.
Personalized Help By Phone
Have a unique situation or a one-time question? Get expert 1-on-1 help and answers you can’t find elsewhere. We know Social Security is complicated so whether it’s multiple marriages, children’s benefits, questions about government employees, etc. when you have tough questions, we have the answers!
The Million Dollar Decision
This is the Big One: Many couples receive more than 1,000,000 in joint lifetime Social Security Benefits. Making the right decision about this overlooked retirement asses is critical.
