Social Security was never meant to be your main source of retirement income. It’s a supplement to your savings, pension and 401(k) accounts. But it’s certainly complex. If you don’t know where it fits into your retirement income strategy, how to maximize it or whether you should hold off claiming, let’s talk.

A FREE Social Security and Retirement Review from Edelman Financial Engines is a sophisticated, in-depth analysis of your portfolio’s risk and how Social Security affects the future retirement income you worked so hard for. Plus, you’ll receive a FREE personal financial plan (worth $800): your roadmap toward a more secure financial future.
 
 
 
Your FREE lifetime financial plan includes:
 
   
Your personal goals
 
   
Retirement plan of action
 
   
Social Security benefits analysis
 
   
Hypothetical cash flow
 
   
Portfolio recommendations
 
   
Actionable next steps
 
   
and more!
 
 
 
 
2020 #1 Independent Financial Advisory Firm*