Social Security Planning

Do you know when you should start claiming Social Security and what options are available to you? Welgaard can help! Our team will analyze your information and discuss the potential Social Security options available to you.

It’s essential to recognize the importance Social Security benefits play in your future income and how you can maximize your benefits by making informed financial decisions customized to your situation. Our dedicated team stays informed of changes to the income tax aspects of Social Security and can potentially save you tens of thousands of dollars by helping you identify ways you will be able to take full advantage of your benefits. By reviewing your Social Security planning, you can learn more about timing your decision to maximize benefits, what factors to consider when claiming your benefits, and when you should begin claiming your benefit.

We are currently scheduling appointments to individually review Social Security planning with our clients. During your initial appointment, we will gather information needed to prepare a full evaluation of your benefit options and discuss your specific retirement goals. Your information will be analyzed by our team that will prepare a report showing various options available. A follow up meeting will be scheduled with you to review the findings, and provide you with some great ideas to better assist you with our recommendation for your individual retirement goals. Since Social Security is not intended to provide 100% of your retirement needs, we can upgrade your planning to include coordinating the Social Security planning with other retirement tools, such as Traditional or Roth IRA’s, employer retirement plans, and qualified products.

Let our staff at Welgaard assist in your Social Security planning! Contact us today to ensure you are prepared to make the most of your Social Security benefits!

*Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Welgaard CPAs & Advisors Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.