211 Valley Forge Dr Loveland, OH 45140

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(513) 235-8036

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DennyH@ss-help.com

Retirement Analysis

A SOCIAL SECURITY ANALYSIS REQUIRES THE FOLLOWING INFORMATION FROM YOU:

  • Complete the Retirement Analysis form that appears after you select CLICK HERE TO GET STARTED. One for each member of a couple. It comes directly to me when you hit SEND.
  • Your Social Security Statement(s) (page 2 &3). I can use a previous statement if you have one or you can click on the link below that connects you directly to the Social Security website (Social Security) to obtain a current statement. Please mail or scan and email the SS statement(s).
  • I will acknowledge receipt of your Form(s) and Social Security Statement(s) and schedule a time to discuss your options.

Retirement Analysis Explanation

img9This is a detailed personal review of clients’ options as they approach retirement age. It is specific to the individual or couples involved and reveals what benefits will be available and when, so it can be incorporated into their portfolio and financial plans. While this analysis can be provided at age 62 through 66, it is usually best to have the information prior to age 62 (age 60 widow/er) to utilize all possible options.

The analysis provides the following information:

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Address

211 Valley Forge Dr. Loveland, Ohio 45140

Email : DennyH@ss-help.com Phone : (513) 235-8036

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