• Social Security Analysis Request

  • Sample ReportThanks for requesting your FREE Social Security Analysis Report. This report will crunch the numbers and show you when and how to get the maximum benefit out of Social Security. It will also show you the "income gap" between Social Security and your desired income in retirement.

    We are providing this report completely free of charge as a way to "give back" to the community we serve. Please feel free to share this service with your friends!

    To get started, we need some information from you. Click Next to continue. This process usually takes about 10-15 minutes. Please note that the information you provide will only be used for the purpose of creating your report, and will NOT be sold or shared with any other entity.

  • Questions? Give us a call at (970) 663-3211, or send a message to info@rpcenter.com.

    Retirement Planning Center and its employees and agents are not affiliated with or endorsed by the Social Security Administration or any other government agency. Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Retirement Planning Center are independent of each other.

  • Personal Information

  • Your date of birth*
     - -
  • Your marital status*
  • Spouse's date of birth
     - -
  • Ex-spouse's date of birth
     - -

  • *Your benefit as a divorced spouse is generally equal to one-half of your ex-spouse's full retirement amount if you start receiving benefits at your Full Retirement Age.

    If you don't know this information and/or don't feel comfortable making a reasonable guess, then change your marital status to "Single" and provide us with an explanation of your situation in the Comments box on the last page.

  • Deceased spouse's date of birth
     - -

  • *The benefit you would get is generally 100% of your deceased spouse's retirement benefit at his/her Full Retirement Age, or your own benefit, whichever is greater. The deceased's Primary Insurance Amount is the amount he/she would have received as a retirement benefit at his/her Full Retirement Age.

    If you don't know this information and/or don't feel comfortable making a reasonable guess, then change your marital status to "Single" and provide us with an explanation of your situation in the Comments box on the last page.

  • Questions? Give us a call at (970) 663-3211, or send a message to info@rpcenter.com.

    Retirement Planning Center and its employees and agents are not affiliated with or endorsed by the Social Security Administration or any other government agency. Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Retirement Planning Center are independent of each other.

  • Employment and Benefit Information

  • Are you currently receiving Social Security benefits?*
  • When did you start receiving benefits?
     - -
  • When do you plan on retiring, or, if retired, when did you retire?
     - -
  • Is your spouse currently receiving Social Security benefits?
  • When did your spouse start receiving benefits?
     - -
  • When does your spouse plan on retiring, or, if retired, when did he/she retire?
     - -

  • Questions? Give us a call at (970) 663-3211, or send a message to info@rpcenter.com.

    Retirement Planning Center and its employees and agents are not affiliated with or endorsed by the Social Security Administration or any other government agency. Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Retirement Planning Center are independent of each other.

  • Government Pensions

  • Do you (or will you) have pensions from work NOT covered under Social Security?*

  • Please note that we only need you to provide information about government pensions for jobs where you DID NOT PARTICIPATE in Social Security. If you have a pension from a job where you did participate in Social Security, please do not include that information here.

  • When did (or will) you start receiving benefits?
     - -
  • Does your spouse (or will your spouse) have pensions from work NOT covered under Social Security?
  • When did (or will) your spouse start receiving benefits?
     - -

  • Questions? Give us a call at (970) 663-3211, or send a message to info@rpcenter.com.

    Retirement Planning Center and its employees and agents are not affiliated with or endorsed by the Social Security Administration or any other government agency. Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Retirement Planning Center are independent of each other.

  • Income Needs

  • The amounts below are*

  • Questions? Give us a call at (970) 663-3211, or send a message to info@rpcenter.com.

    Retirement Planning Center and its employees and agents are not affiliated with or endorsed by the Social Security Administration or any other government agency. Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Retirement Planning Center are independent of each other.

  • Social Security Statement

  • To generate an accurate Social Security Analysis Report, we need an accurate earnings history. Your earnings history can be found on your Social Security Statement, which is available online from ssa,gov.

    Please upload a copy of your statement below, or contact us at info@rpcenter.com or (970) 663-3211 if you have questions or need help obtaining your statement.

  • Upload a File
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  • Upload a File
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  • Questions? Give us a call at (970) 663-3211, or send a message to info@rpcenter.com.

    Retirement Planning Center and its employees and agents are not affiliated with or endorsed by the Social Security Administration or any other government agency. Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Retirement Planning Center are independent of each other.

  • Recent and Hypothetical Social Security Earnings

  • Please provide your recent and future hypothetical earnings in the table below. This will allow us to more accurately calculate what your benefit will be in future years.

    If a recent year is already recorded on your Social Security statement, you do not need to include below.

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  • Questions? Give us a call at (970) 663-3211, or send a message to info@rpcenter.com.

    Retirement Planning Center and its employees and agents are not affiliated with or endorsed by the Social Security Administration or any other government agency. Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Retirement Planning Center are independent of each other.

  • Contact Information

  • Last but not least, we need to get in touch with you when your report is ready, or if we have questions as we build it. Please provide your contact information below. Again, we respect your privacy and do not sell or share your information.

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  • Questions? Give us a call at (970) 663-3211, or send a message to info@rpcenter.com.

    Retirement Planning Center and its employees and agents are not affiliated with or endorsed by the Social Security Administration or any other government agency. Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Retirement Planning Center are independent of each other.

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