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Social Security Maximization

Explore strategies to help maximize your Social Security benefit.

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

At LoneStar Wealth Management, we help our valued clients develop an understanding of their Social Security benefit, and both educate and inform you on the optimal time to start accepting your benefit. According to the Social Security Administration1, delaying your benefit may potentially increase your benefit amount by as much as 8% per year.

Using our Social Security Maximization Report, we can generate an educated recommendation on the ideal time to retire and begin collecting your Social Security Benefits. This resource has proven itself as a valuable tool for our clients as we have discovered their estimated monthly Social Security income based on their age of retirement. HOWEVER, with our help, you are also able to examine other factors you may not have considered such as other benefits, accounts, travel plans, or even health concerns which would help determine the educated recommendation LoneStar Wealth Management can provide you!

There is a lot to know about Social Security, and it is important for you to be informed and have a developed strategy as you head into your retirement and begin relying on your benefits. We are committed to helping you get the most you can out of those benefits, so you can take one step closer toward the retirement of your dreams!

Contact us today to schedule a consultation and receive your personal social security maximization report!

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1 1 https://www.ssa.gov/planners/retire/1943-delay.html

Lonestar Registered Investment Advisors, PLLC and Texas Alliance Financial Services, PLLC and M&M Wealth Management, LLC dba Lonestar Wealth Management are not affiliated with or endorsed by the Social Security Administration or any other government agency.