Not only do we discuss Social Security with our clients at Soundmark (apparently only 13% of older adults have discussed their Social Security benefit with their advisor), we go a step further to educate our clients on the pros and cons of delaying benefits and the impact it has on their overall plan.
When the situation arises, we can even assist clients in signing up for benefits to ensure they are making the right choices.
Our client’s affairs are our business and we take the extra steps to clarify and create peace of mind. Your Life Awaits. Plan with confidence.