At Unified Wealth & Retirement Planning, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs. As an independent financial planning firm, we solely represent our clients, their needs and interests, rather than any specific company’s.
While some financial institutions recommend investment products that are manufactured by the parent of the subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan recommendations. Due to our independence and objectivity, it allows us to provide our clients with the commitment that they deserve.
Most of my clients imagine triggering their Social Security benefits at one of three ages:
- Age 62
- Age 66, or their Social Security Full Retirement
- Age 70
Unfortunately, in nearly every circumstance, none of these three ages will actually get them their maximum lifetime benefit.
Your customized Social Security Maximization report will let you know EXACTLY when and how to file for benefits to achieve your maximum lifetime income.