Call Us Call Us

Social Security Maximization Strategies

While very few investments avoid taxes altogether, many allow you to defer paying them until retirement – when you may be in a lower tax bracket.
← Back to Services

Social Security Maximization Strategies

For many, Social Security is one of our biggest retirement assets. You have worked hard and long and have put away a portion of your earnings each and every paycheck without a miss. In addition, your employer has matched those contributions . We encourage you to consider meeting with Cy Financial to make sure that you are making the most of your ability to claim your Social Security benefits when the time comes.

Get on your computer and go to http://www.ssa.gov/myaccount/. Set-up your very own account and then you will be able to print your statement. After printing your statement(s), we invite you to make an appointment with us for a FREE Social Security Maximization Report. Bring your statement(s) along with you and we will take a look at just what claiming strategy might be best for your particular circumstances.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax, legal or accounting advice. You should consult a tax or legal professional on any such matters.

We are a fiduciary, an independent financial services firm helping individuals create very specific retirement plans using a variety of strategies custom suited to their needs and objectives.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at mikecyjr@cyfinancial.com or call us at 913.322.3500 today!

Have Questions for us?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

At Cy Financial, we offer you the following services:

(Click the images below to learn more about each service)

Annuities

Wealth Management Concepts

Managed Money Portfolios

Life Insurance

Retirement Income Strategies

Social Security Maximization Strategies

Long-Term Care Insurance

IRA & 401(k) Rollovers

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

» Trusts » Estate Planning » Tax Planning » Elder Care Legal Assistance

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management, LLC, an SEC Registered Investment Advisor.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.