SOCIAL SECURITY MAXIMIZATION
New Paragraph
Bowman Financial Strategies
Social Security Maximization.
Social security maximization services in Englewood, Colorado
Social Security Maximization
Social security maximization is the process of analyzing all potential filing strategies available to a household and determining which strategy offers the highest potential income. You have worked over 80,000 hours [based on a 40 hour work week times 35 years] and contributed to social security for your whole life. You deserve to receive the highest income possible. Unfortunately, the social security administration cannot and will not help you determine what filing strategy is in your best interest.
The Social Security Administration can only tell you how much your benefit would be at any filing age. They are neither licensed nor allowed to discuss filing strategies with the public. With a lifetime value of potentially over $1 million for a household. We recommend that you put the appropriate amount of effort into making this extremely important choice when to take social security.
Listen to Erik’s Podcast on the 3 biggest mistakes people make when filing for Social Security.
Download our Social Security Maximization Whitepaper.
Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19770 - 2020/2/10
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).