How We Work Together

Social Security Planning

We believe in simplicity. That includes Social Security.

Social Security can be misunderstood and complicated but an important part of a person’s ability to retire. By integrating BlackRock’s comprehensive Social Security Analysis into your RoadMap® financial navigation system, getting your money back will feel like a cinch!

 
 

Benefits Estimate

A side-by-side comparison of spousal and survivor benefits in an easy-to-read chart.

 
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Custom Strategy

Create a customized collection strategy based on your estimated monthly individual and survivor benefits.

 
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Scenario Comparison

Chart out multiple custom Social Security benefits collection scenarios to understand the best combination for you!

 
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 Get Started

Talk with an Advisor

Start with a free and no-pressure consultation with one of our fiduciary financial advisors.

 
 
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