Social Security Analysis

”When Should I Elect Social Security?”

You may not realize it yet, but when you elect Social Security it's one of the most important decisions you’ll make in retirement. It will impact the amount of income you receive, the amount of taxes you pay, and how you utilize your other assets.

Our Service:

 

  • Analyze – Using our software, we analyze all possible election strategies and identify the one that offers the highest lifetime value.

  • Integrate – We examine your optimal Social Security election strategy in light of your other assets, income streams and goals to identify potential conflicts. We’ll help you match your Social Security decision to your overall plan.

  • Identify Alternatives – When conflicts exist due to asset structure or income needs we will identify alternative Social Security strategies.

  • Report – Provide a report comparing best, earliest and alternative strategies for your consideration.

 

 

Harbourside Wealth Management

96 Shaker Road

East Longmeadow, MA

Call us at 413-224-2488

Gary W. Lavallee, ChFC is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. Located at 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Harboursldewealth Management and Wealth 2K are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Gary Lavallee is registered In MA, CT, FL, TN, AZ., VT, VA and MD.