Social Security Optimization

Social Security was never intended to be your
only source of income when you retire.

Generally speaking, Social Security replaces about 40% of your current income; if you earned the maximum, the replacement factor is about 26%. Proper planning can allow you to optimize your resources and potentially reduce risks to take full advantage of your Social Security income. Welcome Home Financial Partners will work alongside you to discover a plan to better utilize your Social Security income. We’ll help you bridge the gap between your Social Security Income and the retirement lifestyle you want and explore your options of alternative financial vehicles to help fill that income gap.

There’s a lot of advice surrounding Social Security — should you take it now or wait?

Fill out form below to speak with someone from our team and to download our "3 Reasons People Take Social Security."

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