Social Security

If you’re like many retirees, your Social Security benefit represents years and years of savings and hard work and may be part of the foundation of your retirement income. Though many Americans have some basic familiarity and knowledge on the topic, far fewer are able to determine — on their own — the best way to file so they are able to maximize their benefit and carefully integrate it into the rest of their retirement plan.

At Outlook Financial Center, LLC, we help our valued clients develop a clear understanding of their expected Social Security benefit and both educate and inform them on the optimal time to start accepting their benefit. According to the Social Security Administration, delaying your benefit may potentially increase your benefit amount by as much as 8% per year.1

There is a lot to know about Social Security, and it is important for you to be educated so that you head into retirement with a plan for exactly how you will rely on your benefits. Our firm is committed to helping you get the most you can out of your benefit so you can take one step closer toward the comfortable and enjoyable retirement you’ve been working so hard for! In order to ensure you are maximizing your Social Security benefit, you should have a firm understanding of this complex matter.

Please contact us to learn more today!

Outlook Financial Center, LLC and Wellness Investment Advisers LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

Our Locations

Outlook Financial Center, LLC

Troy, OH and Dublin, OH


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