San Diego Social Security Advisors

Your Social Security retirement benefit represents a lifetime’s worth of savings, time and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in.

At Heritage Tax and Insurance Services, Inc., we help our clients understand their Social Security benefits and educate them on how they can maximize them. We are experts at what we do, and we want to help make your retirement as enjoyable as possible! Additionally, our advisors can show you strategies you may not know of that could potentially save you tons of money. For example, did you know that delaying filing for Social Security can potentially increase your benefit amount each year you wait?*

There is a lot to learn, and the more you know, the better decisions you can make, helping to bring you that much closer to maximizing your benefit. We will help you get the most out of your benefit, so you can take one step closer towards the comfortable and happy retirement you have worked so hard for!

Strategies For Maximizing Social Security Benefits

For many retirees, Social Security benefits form the foundation of their retirement income. To make sure you get the most of your benefits, you should have a solid grasp on this complex matter.

Just for you, we will put together a complimentary custom financial plan that helps answer the following questions:

What is your Social Security amount?
When is the best time to start taking your Social Security benefit?
Are there different options if you are married?
Does earning additional income while you are on Social Security impact the value of your benefit?
Do you pay tax on your Social Security benefit?
And More!

Please contact us to meet with one of our advisors today and get your custom financial plan at no cost to you!

Heritage Tax and Insurance Services, Inc. and Matthew Copley are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

* https://www.ssa.gov/pubs/EN-05-10147.pdf