• Social Security Timing

    Your Questionnaire & Customized Report Order Form

  • PURPOSE

    The purpose of this questionnaire is to allow our Social Security Team to gather important information unique to you and your spouse. Your valuable customized report is not one-size-fits-all. Your accuracy and thoroughness here will enable our team to determine your best possible timing choices, claiming combinations and strategies, enabling you to MAXIMIZE your family's lifetime Social Security income benefits.

    PLEASE NOTE

    Your privacy and the safety of your personal information is critical to us and held with strict confidence. As a professional Wealth Management firm we deal with this type of information with every client.

    To Protect Your Interests:

    1) You are connected to this form via a secure encrypted web link.

    2) We NEVER collect your Social Security Number (SSN).

    3) Your Social Security statement does NOT contain your full SSN.

    4) We ONLY collect necessary information to produce the most accurate, optimal report for your family.

    5) This process enables our team to identify your best options resulting in the maximum income for your family.

    ANY questions? If you'd like to call for any reason, our main phone number is:

    610-945-1837

  • Before You Get Started...

  • IMPORTANT NOTE:

    In order to proceed, you must download a FREE copy of your Social Security Reports (one for each spouse) from the official SSA web site. This is quick and easy and should take less than 5 minutes. Here is the web address:

    http://www.socialsecurity.gov/mystatement/

    After you've downloaded your reports (in PDF format), just upload the PDF files - one file for each spouse. Click on the BROWSE buttons below to locate and upload each spouse's report from your computer. It is as simple as that...

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  • Husband's Information

  • Anticipated Earnings - Husband

    Enter your anticipated future earnings (IF ANY) for each year in the tables below, up until the year you expect to stop working..
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  • IMPORTANT NOTE:

    Receipt of pension funds not covered under Social Security likely means you will be impacted by the Government Pension Offset or the Windfall Elimination Provision. For this reason, you'll need to submit a copy of your official Social Secuirty Earnings Statement to ensure your most accurate SST Report.

    You can easily and quickly download a FREE PDF COPY of your report from the official SSA web site at:

    http://www.socialsecurity.gov/mystatement/

    Once you've downloaded your earnings report (in PDF format) from the official SSA web site, just upload the PDF file to us with the upload field below, by clicking the BROWSE button and locating the PDF file on your computer.

  • Wife's Information

  • Anticipated Earnings - Wife

    Enter your anticipated future earnings (IF ANY) for each year in the tables below, up until the year you expect to stop working..
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  • IMPORTANT NOTE:

    Receipt of pension funds not covered under Social Security likely means you will be impacted by the Government Pension Offset or the Windfall Elimination Provision. For this reason, you'll need to submit a copy of your official Social Security Earnings Statement to ensure your most accurate SST Report.

    You can easily and quickly download a FREE PDF COPY of your report from the official SSA web site at:

    http://www.socialsecurity.gov/mystatement/

    Once you've downloaded your earnings report (in PDF format) from the official SSA web site, just upload the PDF file to us with the upload field below, by clicking the BROWSE button and locating the PDF file on your computer.

  • Family Contact Information

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  • Sources of Savings

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  • ORDER NOW

    Don't leave your hard-earned money on the table with Uncle Sam!

  • NO UP-FRONT COST TO ORDER

    Your Personalized Social Security Timing Report

    When you submit your questionnaire, our team will perform your analysis and generate your customized report.

    If we can NOT show you how to increase your lifetime Social Security income by $15,000 or more (than your plan) then your report is ABSOLUTELY FREE.

    You only pay for the report IF we can show you how to increase your lifetime income by $15,000 or more, THEN AND ONLY THEN, your report will cost just...

    $249 - less discount code below


    We're so confident in the tremendous PROVEN VALUE of this service, that you only pay, IF AND ONLY IF, your report increases your income by $15,000 OR MORE. You simply can not get a better deal.

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