Social Security Planning Packages
1
Standard Plan
($250)
Who qualifies?
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Single
What do you get?
Personalized Social Security Analysis​
30 Minute One-on-One Consultation
​Application Filing
Personalized Plan Includes
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Explanation of the Social Security rules, benefits and eligibility.
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Claiming strategy options including monthly, annual, and lifetime benefit amounts for each.
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Strategies to avoid reduced benefits.
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When & how to file for your benefit options.
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Important Terms
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Social Security Calculations
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Strategies to Increase Benefits
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Explanation of the Social Security rules, benefits and eligibility.
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Breakeven and longevity analysis
2
Premier Plan
($375)
Who qualifies?
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Married
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Divorced
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Widowed
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Dependents
What do you get?
Personalized Social Security Analysis​
1 Hour One-on-One Consultation
​Application Filing
Personalized Plan Includes
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Explanation of the Social Security rules, benefits and eligibility.
-
Claiming strategy options including monthly, annual, and lifetime benefit amounts for each.
-
Strategies to avoid reduced benefits.
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Strategies specific to spousal and survivor benefits.
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Understanding benefits for children and family maximums.
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Important Terms
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Social Security Calculations
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Strategies to Increase Benefits
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Breakeven and longevity analysis
3
Self Employed (SETARA)
$1,500
Who qualifies?
-
Business Owners
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Self-Employed
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What is a SETARA® Plan?
With the SETARA® [Self-Employed Tax and Retirement Analysis] plan, we analyze how the earned income you are reporting from your business to the IRS impacts your future Social Security retirement benefits. We provide a written plan, recommending what future earnings should be taken and how to restructure your business if required.
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What do you get?
Personalized Social Security Analysis​
1 Hour One-on-One Consultation
​Application Filing
​
Personalized Plan Includes
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Everything that is included in the Enhanced Plan plus the SETARA Analysis.
