Social Security Analysis

Unlock Your Financial Future with Personalized

Social Security Analysis

At Melia Advisory Group, we understand that your financial security is paramount. That's why we offer comprehensive Social Security Analysis services, tailored to your unique financial situation. With over 50 years of combined experience in investment services, we're committed to helping you understand and maximize your Social Security benefits. Don't leave your financial future to chance; call (918) 794-9290 today.

Understanding and Maximizing Your Social Security Benefits

Social Security is one of the few sources of income you can pretty much depend on for life because the Social Security system is solvent. The benefits you receive through the Social Security program are based on two primary factors:

• Your earnings
• Your age

Based on the factors above, you can do some calculating on your own and determine approximately how much you can expect to receive from Social Security by taking advantage of a couple of different resources:

• Access your Social Security statement at www.ssa.gov/myaccount
• Use the secure Retirement Estimator on this same website, which gives you your earnings history after you enter some personal data
• Or you can use one of the three calculators available on the Social Security website at www.ssa.gov/planners/calculators

For assistance navigating the intricacies of Social Security, please contact Melia Advisory Group today. You can also refer to our helpful guide, Understanding Maximizing Social Security Benefits.

Ways to Maximize Your Social Security Benefits

There are several things you can do to maximize your Social Security benefits. At Melia Advisory Group, we advise the following:

• Improve your earnings record
• Apply at the optimal time
• Coordinate spousal benefits
• Coordinate Social Security with your overall retirement income plan

The complexity of the Social Security system and the number of variables involved can make this process difficult to navigate. With Melia Advisory Group by your side, you don't have to navigate it alone. To receive expert advice from our locally owned financial planning firm, please get in touch with us today.

Recognizing the Need for Professional Financial Guidance

It can be challenging to determine when it's time to seek professional investment advice. Here are some indicators that it might be time to consult with us:

• You're unsure about the optimal time to apply for social security benefits
• You're uncertain about how to improve your earnings record
• You're finding it difficult to coordinate spousal benefits
• You're finding it hard to integrate social security into your overall retirement income plan

If any of these situations resonates with you, it's time to speak with the team at Melia Advisory Group.

Why Choose Melia Advisory Group?

Choosing to work with a professional investment service like Melia Advisory Group comes with numerous advantages:

• We have over 30 years of experience in the field
• We are one of the most respected financial companies in Tulsa, OK
• We have been featured on U.S. News and Fox Business
• We offer consultations via Zoom, phone, or in person
• We guarantee responses by the next business day
• We provide free consultations

Start your journey towards financial security. Email Melia Advisory Group today to learn more about your Social Security benefits.

Experience the Melia Advantage

At Melia Advisory Group, we offer more than standardized investment services. We're your partners in comprehensive financial planning. Our personalized Social Security Analysis service is designed to help you navigate the complexities of the system and make informed decisions about your financial future. With our expertise and commitment, we can help you maximize your benefits and secure a comfortable retirement. To request a consultation, please reach out to us today.