Social Security Strategy

How you manage your Social Security benefits is one of your more important financial decisions. In developing a Social Security strategy, the timing and structure of your application will have a huge effect on the actual amount of lifetime income you and your household receive.

With good advice and information, you can make the right decisions for your own unique situation. In the case of Social Security, that could mean a very substantial increase in your lifetime income.

We at Harvest have seen dozens of different situations and have helped many clients with filing for their benefits. We offer clients guidance and analysis in understanding the benefits of different claiming strategies as you manage this important lifetime income source, and help integrate it with the rest of your picture.

How We Can Help
  • When to apply
  • How to coordinate spousal benefits
  • How to handle survivor benefits
  • How to coordinate with other income sources
  • What about the earnings cap?
  • How to get the most out of your retirement

Sample Social Security Report

How you manage your Social Security benefits will be one of the most important decisions of your life. The timing, detail and structure of your application could have a huge effect on the actual amount of income you receive.

Download our sample 22-page report to see what will go into the development of your own personal Social Security roadmap.