Social Security

It Just Doesn't Have To Be That Confusing!

One of the most fundamental questions facing baby boomers today is how can I get the most out of my Social Security benefit? 

We at ProVest Wealth Advisors want to help you understand your rights regarding Social Security, when the best time is to file, how your work affects your benefits, the best way to coordinate your and your spouse’s benefits, planning for survivor benefits, what your rights are as a divorced spouse, and how best to avoid taxes on your benefits.  Filing for Social Security is a decision you only get to make once.  So be sure that decision is an informed decision. 

To look at your current Social Security Primary Insurance Amount projection, go to www.ssa.gov

But......

What is the optimal filing age for both you and your spouse?

To get a detailed social security analysis to see the best filing ages for both you and your spouse, call us at 864 582 7766 or.....

Be sure to bring in your social security statement so we can prepare a customized analysis to help you make a decision based on your options. 

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Securities offered through Cambridge Investment Research, Inc., Member FINRA, SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors Inc, a Registered Investment Advisor. Cambridge and Provest Wealth Advisors, Inc are not affiliated. We are licensed in the following states:NC, SC, GA, FL, VA, TX, TN, ME.

Please note:: The information being provided is strictly as a courtesy. When you access a link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website