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
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
Once you receive your plan, we are available via
email or conference call to answer any additional questions you may
We have a 100% Satisfaction
If you are not totally satisfied with our
service we will refund your money.