Purchase a Plan
The first step in the process is to purchase a plan or contact us if you have any preliminary questions.
 

Provide your data
Next, we will need some general information about who you are; your life expectancy, your financial situation and your Social Security history. Filling out our short questionnaire and returning it with the data from your Social security statement is the next step in the process.
 

Have a conference call
After we receive and review your questionnaire we will most likely have some follow up questions to get a better understanding of your situation. This can be done on a conference call or via email.
 

Mail you a written plan
Once we have the data we need we can combine our knowledge of the Social Security system with our experience in financial planning to design a personal  Social Security plan for you. We will mail you a written plan that outlines recommendations.
 

Review your plan with you and answer questions
Once you receive your plan, we are available via email or conference call to answer any additional questions you may have.
 

 We have a 100% Satisfaction guaranteed
 If you are not totally satisfied with our service we will refund your money.