Are you optimizing your Social Security Benefits?
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When it comes to planning for retirement, it's important to consider that Social Security Benefits may simply be an enhancement to the current retirement strategies you have in place. It's important to learn your estimated benefits before you start claiming them.
The age you start withdrawing your Social Security sets the precedent for how much you'll be receiving.
Let us help you think through this decision.
You've spent your whole life working towards retirement.
Why would you want DECADES of wealth accumulation to not be maximized to its full potential?
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss in periods of declining values. Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. By contacting FFP, you may be provided strategies that utilize insurance products, those guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with AE Wealth Management. Neither the firm nor its agents provide tax or legal advice. The information contained is for educational purposes only and does not intend to make an offer or solicitation. None of the information contained on this statement shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.