Social Security

Benefit Maximization

Want to get the most from social security?  We specialize in retirement income planning, and can show you how to significantly increase the amount of your social security benefit. Many of our clients are realizing hundreds of thousands of dollars in gains by implementing our recommendations.  Let us help you get the tools and knowledge needed to maximize your social security.

Educational Workshops

We believe education is an essential part of retirement planning, which is why we’ve partnered with Fortress Financial Group to volunteer our time and resources and present social security workshops to employer groups and communities.  Click here to be notified of our next training event.

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Thanks for visiting! I Look forward to hearing from you. -Chris
Chris did an amazing job helping my company setup a retirement plan that was very specific to our company and our industry. We have been very pleased with the results and the level of service Chris pr… Read more
Andrew KerrCFO/ControllerCrew, IncRancho Dominguez