Social Security Claiming Strategy Analysis
Item Number: 219
Time Left: CLOSED
Value: $1,000
Online Close: Mar 22, 2015 9:35 PM EDT
Bid History: 0 bids
Description
The winning bidder will get a professional, objective analysis of Social Security claiming strategies for themselves or their parents.
Knowing when and how to claim Social Security benefits can increase potential, cumulative lifetime benefits for some couples by $100,000+.
The winning bidder must provide copies of their Social Security Statements (available on line from the Social Security Administration) and sign a "no-cost" engagement agreement. Results will be presented and options explained at a complimentary interactive meeting or conference call with donor and or their parents. All personal data provided is treated as confidential.
Services provided by Barry Korb, CFP®, principal, Lighthouse Financial Planning, LLC, an independent, Registered Investment Advisory firm.
Special Instructions
Winning bidder should contact Barry Korb by e-mail or phone to schedule a Social Security Analysis. Social Security Claiming Strategy Analysis must be completed by August 31, 2015.