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CSSA Social Security Plans
Only 4% of retirees make the optimal claiming decision. Know and choose the most profitable option with a CSSA Social Security plan
Choose a plan that suits you best
Got questions? Schedule a consultation call to learn how a CSSA can
help you maximize your benefits.
20 minute Ask-an-CSSA
Who qualifies?
Those with Social Security questions.
What do you get?
You will be provided with answers. A CSSA will provide 20 minutes of support that will add clarity to your Social Security questions.
A Social Security analysis is not included.
Cost
$50 for the 20 minute call.
Individual Plan
Purpose of this call:
Those with Social Security questions.
- Learn about the Individual Optimization Plan.
- We will provide you with a quote for this service.
Who qualifies?
- Single
- Divorced
- Widowed
What do you get?
- 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.
- When & how to file for your benefit options.
- During the final consultation with your CSSA, we’ll educate you and discuss your benefits, helping you understand your best claiming options.
- You’ll receive a customized, hard-copy presentation outlining your plan.
Combined Plan
Purpose of this call:
- Learn about the Combined Optimization Plan.
- We will provide you with a quote for this service.
Who qualifies?
- Married
- Head of Household
*Children are considered eligible if under 18; under 19 and in high school; or disabled prior to age 22.
What do you get?
You receive all of the features included with the Individual Plan, plus:
- Strategies specific to spousal and survivor benefits.
- Understanding benefits for children and family maximums.
- Longevity scenarios.
- Cost of living adjustments.
- Possible Pension reduction calculations.
SETARA™ Plan
Purpose of this call:
- Learn about the SETARA™ [Self-Employed Tax and Retirement Analysis] plan.
- To get a quote for a SETARA™ plan for your business.
Who qualifies?
- Business Owners
- Self-Employed
What is a SETARA™ 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.
Choose To Retire With Confidence
Deciding when to claim your benefits can be confusing,
overwhelming, and frustrating all at the same time.
The financial behavior of society is changing at a rate so fast that age-old techniques to calculate claim timing are simply not effective. The rules and guidelines from the government have changed as well. Saving has gone down, and average life expectancy has gone up.
Which means the population is aging and living longer.
Your Certified Social Security Advisor will help you navigate the maze and answer questions you didn't even know you needed to ask.
Your social security advisor will take into consideration ALL factors and help you choose the best option so you can meet your post-retirement lifestyle goals.
We are Certified Social Security Experts
Why settle for advisors with only half the knowledge and skills about retirement income?
Our Social Security Advisors are trained to help you with your Social Security benefit decisions
At CSSA’s have received training and are Certified RSSA® in Social Security regulations, including claiming strategies for different situations. Our expert advisors are certified and experienced to navigate the Social Security maze and better answer your questions.
