What is your prime time to take social security?

Get in touch
01

What We Do

We are a group of Independent Financial Professionals that are dedicated to serving the local communities in which they reside.  We educate pre-retirees on Social Security and Planning Strategies. We are involved with local educational events as well as private in-office counseling.
02

Our Approach

We use proprietary software that will help the client design a filing strategy that works best for them and their individual Situation.  After a meeting with our planners, they get a customized report that they help design as well instructions on how to file.
03

Our Mission

Our mission is motivation through education.  We want our clients to have a good experience with their Social Security election.  We ensure they are educated enough to make a decision even if they do not need any further planning with our software.
About

About Our Firm

We are a group of individual advisors dedicated to helping our clients get the most out of their Socail Security benefits.  Our focus is on the client. We dont guess about the numbers, we run real time software that helps the client maximize the benefits that they earned and are entiteld to. We will do the hard work and research so you dont have to. 

Why do I need Help?

  • The Social Security Administration is Prohibited from giving advice.
  • Social Security Is complicated, are you making the right decisions?
  • 70% of Americans are leaving money on the table averaging $120,000 per couple.
  • Most financial planners and advisors don’t even know how to maximize their clients Social Security.
  • We can help you save time and hassle. We’re here to help!
Stats

Social Security By the Numbers

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Leave Money on the Table

Baby Boomer's Retire each Day

Average American Worker Payment

Combined Years Of Experience

Seminars

Education is key, Social Security can be confussing.  Join one of our workshops to learn how you and your spouse can benefit from maximizing your social security. You will learn the latest filing strategies as well as  case studies that you can relate to.

help Puting the PIEces Together

We use state of the art Social Security Planning software to our clients put the peices of there planning together.  We give them the option of adjusting perameters to ensure that their personal goals are met.  Click the case Study below to see a sample report. 

Case Study

Understand your OPtions

Did you know there are multiple different ways that you can file Social Security?  We can help you understand those options based on your criteria. We can ensure that you will maximize the amount of monthly benefit owed to you and design a plan to cover any differences. Click the link below to review a case study of a recently divorced female. 

Case Study

Success Stories

“If I had not come to Social Security Primer for advice, I would have taken my Social Security at 62.  Now my income will fill the gap I need!”
John Paul

“I went to the Social Security office and asked for adivce.  The person I spoke to didnt even metion that I could claim survicor benefits early, then switch to my own benefit later!”
Sherry Waller

“While my wife and I had read about file & suspend, I had no idea when or how until chatting with my Advisor and receiving the information he sent. The extra money will give us some options we wouldn’t have had.“
Jordan Wayne

Our Office

1911 Noble Street
Anniston, AL, USA

Contact Us

(888) 644-5688
info@socialsecurityprimer.com

Office Hours

Mon-Fri: 9am – 5pm
Sat-Sun: Closed

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