Social Security Planning

As full-service financial advisors in Greenville, SC, we offer comprehensive advice that includes Social Security options that work with your portfolio, lifestyle, and goals; deciding when to take Social Security varies with our clients and their circumstances.

Our discussions may include:

  • Social Security Timing
  • Taxes
  • Benefits
  • Other Income Streams

According to the Social Security Administration, almost 96% of the elderly population (aged 60-84) either receive Social Security or will receive it. How much they receive will depend on how and when they file for it.

Should you file single or married? Should you file at 62 or wait until 70? Discussing your options, and the pros and cons of each, can have a big impact on your future and your retirement plan – don’t plan it alone.