Don’t Lose $100,000 in Social Security — Get a Custom Strategy Today

Your Social Security decision is permanent — and one wrong move could cost you thousands.

We’ll help you avoid the most expensive retirement mistake by giving you a clear, personalized strategy based on your earnings, tax outlook, and spousal situation — all in one easy-to-understand report + expert session.

It’s fast, affordable, and built to help you retire smarter, not poorer.

Start here → https://fp.financial/social-security-info-intake/

🧭 Navigating the Maze

The Smart Approach to Social Security Planning

Your Social Security decision could be worth $100,000 or more. Don’t guess.

⚠️ Most Americans Get This Wrong

Social Security is often the largest guaranteed source of retirement income — yet it’s also one of the most misunderstood.

❌ Claiming too early? You could lock in 30% less income for life.
❌ Not reviewing spousal or survivor rules? You could miss out on tens of thousands.
❌ Ignoring taxes? Up to 85% of your benefits could be taxed away.

You don’t get a second chance once you file.

If you’ve ever wondered:

  • “What’s the right age for me to claim?”

  • “How will my decision affect my spouse or ex?”

  • “What’s the tax impact I’m not seeing?”

You’re not alone. And this is exactly where we come in.

💡 Your Personalized Social Security Planning Service

Whether you're 5 years away or ready to file this year, we offer three service tiers — each designed to meet your level of readiness and financial complexity.

🧾 1. Basic Snapshot Strategy – $150

For self-directed clients who want fast clarity and a second opinion

✅ Top 3 claiming strategies for your unique situation
✅ Clear break-even analysis based on your birth year and income history
✅ Delivered as a clean, easy-to-read PDF
✅ Ideal if you’re 3–5 years away from filing

📊 2. Standard Strategy Session – $295

Our most popular package — strategic, visual, and tailored

✅ Everything in the Basic tier
✅ Spousal and survivor strategy modeling
✅ Tax impact estimates on your benefit options
✅ Longevity scenario comparisons
✅ 1-on-1 follow-up via email Q&A

🎯 3. Premium Consultation Package – $495

For those who want full clarity, support, and integration with other income sources

✅ 30-minute phone or Zoom strategy session
✅ Income gap review — how Social Security fits with your retirement savings
✅ Full action plan delivered as a customized PDF
✅ 2-week follow-up access for questions or scenario updates

✅ Why It Matters

Most calculators and online tools give you an estimate, not a strategy.
They don’t factor in:

  • Spousal eligibility

  • Taxes

  • Longevity risk

  • Coordination with IRAs, pensions, or part-time work

We do.

“I almost filed at 62. Your analysis showed me how waiting just three years would add $72,000 in lifetime benefits. That changed everything.”
— Linda M., recently retired

🎯 The Smart Move Starts Here

Filing for Social Security is one of the most permanent retirement decisions you'll ever make.

Let’s make sure you get it right, with a strategy that works for you.

👉 Click below to choose your service level and get started today.
📥 https://fp.financial/social-security-info-intake/

📩 Questions? Email us at [email protected]