Social Security
Benefit Review
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Using advanced software, we’ll analyze your earnings record and build a personalized Social Security benefits statement, so you know exactly what to expect.
- Understanding Claiming Options
- Learning about Taxes and Social Security
- Avoid Costly Mistakes
Not sure when or how to file for Social Security?
We’ll help you get it right and maximize your benefits.
“96% of Americans don’t know the right age to claim Social Security in order to maximize their benefits.”
— Nationwide Retirement Institute, 2022 Social Security Consumer Survey
Social Security was established in 1935 by President Franklin D. Roosevelt as a government-sponsored insurance program. It’s funded through FICA payroll taxes, interest earned on the Trust Funds and taxes collected on benefits once you begin receiving them.
Types of Benefits
Retirement Benefits
Spousal Benefits
Survivor Benefits
Disability (SSDI)
Dependent Benefits
Supplemental Security Income (SSI)
Why This Could Be a Game-Changer!
Personalized Benefit Statement
Walk away with a clear, customized strategy that gives you confidence in your decision.
Taxes in Retirement
Understand how your benefits are taxed and explore ways to reduce your tax liability.
Understand Your PIA
Your PIA is a critical part of how your Social Security benefit is calculated. Knowing what it is helps you make informed decisions about when and how to claim.
Step-by-Step Benefit Review
Step 01
Schedule Your Free Social Security Review
Book a convenient time to meet one-on-one. We’ll discuss your goals, answer your questions and explain what to expect from the review process.
Step 02
Analyze Your Benefits and Strategy Options
I’ll review your earnings history, calculate your projected benefits and explore personalized claiming strategies so you can make confident, informed decisions.
Step 03
Receive Your Personalized Benefit Plan
Get a clear, customized roadmap that outlines your ideal claiming age, benefit projections, and coordination with other income sources. No pressure, just the facts.
Your Future, Decoded:
What You’ll Learn in the Review
Full Earnings Record Analysis
We’ll review your Social Security earnings history to check for accuracy and gaps.
Primary Insurance Amount (PIA)
Understand how your benefit is calculated and what it means for your retirement income.
Optimized Claiming Strategy
Get personalized recommendations for the best time to file based on your goals, age, and health.
Spousal & Survivor Benefit Evaluation
We identify any eligible spousal, divorced spouse, or survivor benefits you may qualify for.
Impact of Early or Delayed Claiming
Clear projections of how your monthly benefit will change if you claim early or delay past Full Retirement Age.
Income Coordination Plan
Evaluate how Social Security integrates with your broader retirement income strategy, including IRAs, pensions, and annuities.
Frequently Asked Questions
How do you get paid? It’s a smart question and one I appreciate.
There is no cost for the Social Security Benefit Review. During this session, we focus solely on education, there are no discussions about products or solutions.
If you’d like to take things a step further after your Social Security review, we can build a personalized Retirement Ready Roadmap a comprehensive look at your broader retirement strategy. This, too, is a no-fee, no-obligation process. I’m compensated only if you choose to implement a solution through me.
I’m compensated in one of two ways:
Through an asset under management fee through wealth management services if we decide to work together on an ongoing basis
Or via a commission paid by the insurance carrier never out of your pocket directly
Do I need to bring anything?
Nothing, but it’s helpful to bring your most recent Social Security statement from SSA.gov.
How do I get my Social Security Statement?
I know it’s the government but surprisingly accessing your Social Security Benefit information is easier than most people expect.
- Social Security Benefit
- Log into: ssa.gov
- Please create an account, if you do not have one
- Click on the Link: Your Social Security Statement
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What is a Social Security review?
A Social Security review is a one-on-one session where we analyze your earnings history, benefit estimates and claiming options to help you make informed decisions about when and how to file.
Who is this for?
A Social Security review is valuable for anyone approaching retirement, currently receiving benefits, or seeking clarity on spousal, survivor, divorce-related, or dependent benefits.
How long does the review take?
Most reviews take about 30–45 minutes, depending on your questions and the complexity of your situation.
Do you work for Social Security?
I am not, nor is Ashbury Boutique Wealth Management, affiliated or endorsed by the Social Security Administration, nor affiliated with the United States government or any other government agency.
I am a certified National Social Security Advisor.
The National Social Security Advisor (NSSA®) Certificate program was created by Marc Kiner and Jim Blair in January 2013 to address the growing need for accurate, comprehensive Social Security education among financial professionals. The program equips advisors with the knowledge and tools they need to guide their clients effectively through the complexities of Social Security planning.