Our Process for Social Security Planning

Social Security Services Planning in Buffalo, NY

We Make Social Security Planning Simple

There is no single right choice when it comes to how you manage your Social Security benefits. With that, to help you make educated choices The Social Security Guys® provide insight by sharing with you little known strategies that will help you maximize your benefits in a three step process.

Step 1 – Attend a WorkshopAttending a free workshop will give you more information about the rules of the Social Security system. Having this information will give you the opportunity to think about your individual circumstances.

Step 2 - Schedule a No Obligation Consultation – Now that you have learned more about how your Social Security benefits will impact your retirement income, you can schedule a no obligation consultation to ask your questions and determine your next steps. During this meeting, The Social Security Guys® will gather the information they need to create your personalized Social Security plan.

Step 3 – Purchase a Plan – With the information you provide, The Social Security Guys® will use their knowledge of the Social Security system, as well as their background in retirement planning, to generate several strategies for you. These strategies will tell you when to apply for Social Security in order to maximize the benefits you receive and it will provide insight as to how your benefits fit in to your overall retirement plan.

Your comprehensive plan will recommend:

  • When you should file for Social Security
  • How to coordinate benefits with your spouse (if applicable)
  • How to minimize taxes on your benefits
  • How to coordinate Social Security with your other sources of retirement assets and income
  • How to maximize survivor benefits

What's at Stake Calculator

What's at Stake Calculator

Find out how much money your family could be missing out on if you don’t plan properly for Social Security.
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Schedule a Free Consultation

No Obligation Consultation

Schedule a no obligation consultation and get expert recommendations specific to your situation about Social Security planning for retirement.
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Contact Us

The Social Security Guys®
6430 Transit Rd., Suite 100
Depew, NY 14043

Phone: (716) 743-6262
Toll free: 1-888-243-4995

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

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The Social Security Guys® are a part of the Social Security Planning Group.  

Copyright © The Social Security Guys® 2014. All rights reserved. 6430 Transit Rd. Suite 100 Depew, NY 14043, 716-743-6262. Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC. The Social Security Guys® and the Social Security Planning Group are not an affiliates of NEXT Financial Group, Inc.

Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC. To view NEXT Financial Group’s privacy policy and other important information, visit the “Customers” section of www.nextfinancial.com. Securities and investment advisory services available only to residents of the following states: AK, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MO, NC, NJ, NM, NY, OH, PA, RI, SC, TX, VA and WA.

Neither NEXT Financial Group, Inc. nor Its representative’s give tax or legal advice.