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2555 Townsgate Road
Suite 300
Westlake Village, CA 91361


(805) 370-1444


Deciding When to File for Social Security

| April 13, 2017
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Deciding when to file for Social Security is one of the most important decisions facing a retiree.  Married couples have a multitude of choices.  How can you make an informed decision without all the facts?  I can help.  My Married Couples Social Security Optimizer will evaluate your personal information and prepare a report explaining your Social Security claiming options. If you have question, please let me know.  A more thorough analysis can be prepared upon request.

If you are divorced, widowed or if either spouse is eligible for government pensions your circumstances are a little more complicated requiring a more personalized analysis. Please contact me directly at (805) 370-1444.

Click on Married Couples Social Security Optimizer  to try the public version of the software.  It's free and easy.   

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