Social Security

Many clients imagine triggering their Social Security benefits at one of three ages:

  • Age 62
  • Full retirement age (FRA), a specific age between 65 and 67 based on your birth year
  • Age 70

However, in many circumstances, triggering your benefits at these ages may not maximize your lifetime benefit.

Instead, maximizing your lifetime benefit may be found by examining numerous filing scenarios and exploring advanced strategies.

Your customized Social Security Maximization report will let you know when and how to file for benefits to achieve your maximum lifetime income.

We are not affiliated with, or endorsed by, the Social Security Administration or any other government agency.


There are two things you need to get started:

  • Your Guide to Social Security Maximization
  • A customized Social Security Maximization report

To provide you with your customized report, the first step is to complete the Strategy Assessment®. This is complimentary and available in the Generational Vault — secure, easy to set up and available at no cost. Just fill out the short form on this page to request your complimentary Generational Vault account.

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