• Social Security Timing

    Your Questionnaire & Customized Report Order Form

  • PURPOSE

    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.

    PLEASE NOTE

    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.

    QUESTIONS? 

    Feel free to call for any reason:

    610-888-8897

  • Before You Get Started...

  • IMPORTANT NOTE:

    In order to proceed, you must download a FREE copy of your Social Security Reports (one for each spouse) from the official SSA web site.  This is quick and easy and should take less than 5 minutes.  Here is the web address:

    http://www.socialsecurity.gov/mystatement/

    After you've downloaded your reports (in PDF format), just upload the PDF files - one file for each spouse.  Click on the BROWSE buttons below to locate and upload each spouse's report from your computer.  It is as simple as that...

  • Upload a File
    Cancelof
  • Upload a File
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  • Husband's Information

  • Anticipated Earnings - Husband

    Enter your anticipated future earnings (IF ANY) for each year in the tables below, up until the year you expect to stop working..
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  • Upload a File
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  • Wife's Information

  • Anticipated Earnings - Wife

    Enter your anticipated future earnings (IF ANY) for each year in the tables below, up until the year you expect to stop working..
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  • Upload a File
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  • Family Contact Information

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  • Sources of Savings

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  • ORDER YOUR CUSTOMIZED REPORT - NOW

    Don't leave your hard-earned money on the table with Uncle Sam!

  • NO UP-FRONT COST TO ORDER

    Your Personalized Social Security Timing Report 


    • When you submit your questionnaire, our team will perform your analysis and generate your customized report. 

    • If we can NOT show you how to increase your lifetime Social Security income by $15,000 or more (than your plan) then your report is ABSOLUTELY FREE.

    • You only pay for the report IF we can show you how to increase your lifetime income by $15,000 or more, THEN AND ONLY THEN, your report will cost just...

     

    Regular Price $249

    Now $149

    with your discount code entered below

     

    • We're so confident in the tremendous PROVEN VALUE of this service, that you only pay, IF AND ONLY IF, your report increases your income by $15,000 OR MORE than your plan would have yielded.  You simply can not get a better deal.
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