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Social Security Planning

Filing for Social Security requires the right education and guidance.

You’ve worked hard and paid into the Social Security system for decades. Now it’s time to get your investment back.

When you partner with Allworth to navigate the Social Security system, our job is to help you understand:

  • The best time for you to apply
  • How to maximize your monthly benefit
  • Strategies that lower your tax burden
  • Your Full Retirement Age (FRA)
  • Unique considerations for people who are married, divorced, or widowed
  • Methods to help you adapt to future changes that could impact the program

Social Security has drastically changed, not just since its inception in 1935, but just in the last few years. It’s an important program for retirees to augment their income, but the optimum time to apply substantially varies from person-to-person. Start homing in your Social Security strategy with free filing advice from an experienced Allworth advisor.

We understand. Retirement is a big deal. So, if you’re within 5-10 years of retirement, this is the perfect opportunity to assess your Social Security strategy and review your goals with a complimentary, no-pressure phone or video call with a professional Allworth advisor.

You have multiple options:

Social Security Check-In – 30 min.

This is the best option if you’re considering working with a financial advisor but aren’t sure exactly how this relationship fits into your life.

During this meeting, we’ll ask you some general questions about your current financial needs while answering any pressing Social Security questions or concerns that might be weighing on you.

This is your opportunity to better understand Allworth’s approach to retirement planning, while receiving some beneficial information designed to help you determine the next best steps for planning for your life beyond work.

Financial Planning Consultation – 60 min.

We believe that choosing the right advisor to help you reach your financial goals is one of the biggest decisions you’ll ever make. That’s why our Initial Financial Discussion is 100% about you.

Designed for someone who is actively seeking a financial advisor to partner with, this meeting is an opportunity for you to get acquainted, talk about your goals for the future, take a deeper dive into your overall financial needs or concerns, and explore how we may be able to help you.

Retirement is unique for everyone. That’s why the advisor you’re matched with will assess your current financial situation based on the information you’re comfortable sharing. By the end of this meeting, we hope you’ll have a clear picture about whether we’re the ideal partner for you, your family, and to help you meet your needs.

That’s it! No surprises, sales tactics, or pressure.

Schedule your consultation by calling us at (866) 246-0411 or filling out the request form below.

Allworth Financial is a Registered Investment Advisor (RIA), which means we adhere to a fiduciary standard of care; we are legally and ethically required to act in your best interests 100% of the time.

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$14 Billion

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More Information about Social Security Planning

Guide: 7 Simple Steps to Prepare for Retirement

It’s something we all think about, but many of us hesitate to begin the process. This self-paced digital guide is rich in detail and provides specific examples to help you understand the material. 

It provides you with:

  • A roadmap to retirement planning
  • Answers to pressing questions people have about retirement
  • Examples and key considerations

The 7 Personal Decision Points have been developed as a way to familiarize you with the foundational aspects of a comprehensive approach to the retirement preparation process.

LEARN MORE »

Retirement Workshops

Estimated time:  75 minutes per workshop

Our digital and in-person workshops give you the opportunity to learn first-hand from an experienced financial advisor. Listen to examples that can help address many of the questions you may have about retirement.

Popular workshops:

  • Retirement Planning
  • Social Security

WATCH NOW »

Retirement Checklists

What better way to get a clear understanding of the things you must do before you retire? These quick retirement checklists will not only help you understand where you stand in the preparation process, they’ll alert you to things you may not have considered.

SEE ALL CHECKLISTS »

Social Security Insights

We produce regular insights about retirement planning and Social Security. Check out our articles to learn more about important factors and potential changes that could affect your Social Security benefits.

LEARN MORE »