Which Plan is Right for You?
Most people don’t realize they qualify for more than the standard payout, or that delaying when they start their benefits can actually result in more income in the long run. Select the one-time Flat Fee service plan that best fits your needs and let’s secure the Social Security retirement income benefits you qualify for.
Basic Plan - $497
The Basic Plan works best for those who have a pretty straight forward situation:
- Single
- Married
- Divorced
- Widowed
This plan covers all the bases and can help you discover the right path to take for your Social Security retirement benefits.
This plan includes retirement projections by age, optimal claiming options, important filing dates, customized analysis, detailed multi-page report, basic tax projection, email client support, phone review.
Advanced Plan - $1497
For those who have life situations that can be considered a bit more complex, there’s the Advanced Plan. This plan is best for:
- Expats who work or plan to live overseas
- Those who earned pensions that did not pay into social security (e.g. teachers, police, government employees, etc.)
- Grandparents who have full custody of grandkids
- LGBTQ community members married prior to 2015
- Self-employed or small business owners
- Those who may need Social Security disability benefits
If these or other complex situations describe you, then the Advanced Plan will help you figure out the best course of action for your Social Security retirement benefits.
This plan includes retirement projections by age, optimal claiming options, important filing dates, customized analysis, detailed multi-page report, basic tax projection, email client support, phone review.
Just a Few Questions?
If you have some questions, schedule a one-on-one conversation with Faye, a national expert on Social Security. She’ll help you get the clarification you need around your Social Security benefits.