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West Coast Phone: 949-226-8342
East Coast Phone: 732-226-3113


Social Security Income Planning 

There are many options when it comes to Social Security retirement income planning which many people, consumers and financial advisors alike, are unfamiliar with or have misunderstandings about how the program works. As a result people can make often irrevocable decisions that result in less lifetime benefit than they would otherwise be entitled to. Many financial advisors do not have the proper training to understand the complex rules and thus ignore this critical aspect of retirement planning much to their client's detriment. 

Portnoff Financial understands how critical your Social Security benefits are and how they can impact the success of your financial plan to will help you navigate the complex choices and maximize the benefit you are entitled to. You will learn:

  • How much can you expect to receive?
  • The effect to taking early benefits and delaying benefits
  • When you should apply for benefits?
  • How to maximize benefits through Advanced Claiming Strategies
  • Coordinating spousal benefits
  • Divorced spouse benefits
  • Survivor benefits
  • Taxation of benefits

Knowing when to claim Social Security is too important for guesswork. Working with Portnoff Financial will give you the confidence that you are making the best choice with your Social Security benefits. Click here for a free Social Security Timing Report

Click here to receive a free, 6 page laminated "Baby Boomer's Guide to Social Security."