(704) 236-6615 scott@southernwa.com

Strategies to Optimize Social Security Benefits

How to maximize Social Security benefits is a critical consideration for most people because making the wrong choices can mean losing tens or hundreds of thousands of dollars.  This Guide, produced by Southern Wealth Advisors, discussed the various strategies available to help maximize Social Security benefits.  We examine strategies from the simplistic break-even analysis used for individuals to several of the more advanced strategies for married couples that can be implemented to maximize their Social Security retirement benefits, not only during their lifetimes, but for the lifetime of their survivors and dependents.

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One-Page Financial Plan

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisors Alliance, a registered investment advisor. Southern Wealth Advisors and Independent Advisors Alliance are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: North Carolina, South Carolina, Florida, Michigan, California, Arizona, and Virginia.

Southern Wealth Advisors
18716 W Catawba Ave
Cornelius, NC 28031