SOCIAL SECURITY EXPLORATION

HOME // SOCIAL SECURITY EXPLORATION

Today, 90% of Americans age 65 and older receive Social Security income benefits.¹   Will your Social Security benefits be enough in retirement?

Bridge the gap in your retirement strategy. We can help:

 

  • Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution.

  • Explain the importance of routinely verifying your Social Security statement earnings record for accuracy.

  • Explore strategies that may enhance the benefits available to married couples.

  • Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).

  • Examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.

Need your Social Security Statement?

¹ Social Security Administration: Social Security Basic Facts, October 13, 2015

Please note that Morton Financial Group and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Morton Financial Group may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

MORTON FINANCIAL GROUP
OUR SERVICES
GET IN TOUCH

Morton Financial Group represents many insurance markets, not just one. Whether you need a full financial review or guidance regarding a single policy, we can help you find an appropriate solution for

your specific financial needs. We are a client-focused, independent company who specialize in serving the unique needs of the age 55 and over community.

5458 Steubenville Pike, Suite A

Robinson Township, PA 15136

 

Phone: 412-278-2151

Fax: 412-278-2151

Email: dm@mortonfg.com

© 2017 MORTON FINANCIAL GROUP  |  ALL RIGHTS RESERVED.  |  WEB DESIGN BY CITISONSHIP DESIGN

Contact Us Today For A No-Obligation Financial Review!
financial planning, retirement planning, wealth management, insurance, Robinson Township, PA