Interactive Wealth Advisors is committed to helping you reach your financial goals through expert advice and a personalized approach to Social Security Retirement Planning.
Our mission is to help you protect your money and build your wealth for longevity. Schedule a call back with one of our PERS & Social Security advisors today!
Social Security is a crucial part of preparing for retirement. Created in 1935, the Social Security Administration (SSA) was designed to help protect people from becoming destitute if they become disabled or too old to work. It provides benefits to retirees, disabled workers, widows, widowers, and their families.
For Social Security planning help, you need advice from a team of professionals who know all the ins and outs of the system. We are a team of social security financial advisors who offer personalized service and guidance so that you can make informed decisions about your future.
Our Social Security planning services cater to a diverse group of people. Those that can benefit from our smart planning services include:
Our PERS retirement plan services help you determine how much income you’ll need in retirement, steps that ensure your future financial security, and how much additional income you may be eligible for in regards to your work history.
Many couples may qualify for two Social Security benefits: one for each spouse. This is called “combined benefits” or “married filing jointly” status.
If you’re a married couple and one of you is retiring, we can help you with social security planning for couples strategies for the future. With social security planning for married couples, your retirement income will likely be split between two people, so it’s crucial to ensure that your nest egg is big enough to support both of you.
If your spouse has passed away, you can take steps to ensure that all of their assets pass on as intended. Our Social Security widow(er) planning services will help you navigate this difficult time so that you can continue living comfortably in your home without worrying about finances.
Other categories of people who can benefit from our social security planning services include
Those planning early retirement and want to know when they will receive their first check.
Often, these families have a lot of money tied up in the company and need help figuring out how to transfer ownership of the company hassle-free. As a financial advisor for small business owners, we can help with wealth management financial planning, and transfers without disrupting the business.