Geneva Day School – Geneva Day School Online Auction
Auction Ends: Mar 22, 2015 10:00 PM EDT

Services

Social Security Claiming Strategy Analysis

Item Number
219
Estimated Value
1000 USD
Opening Bid
100 USD

Item Description

The winning bidder will get a professional, objective analysis of Social Security claiming strategies for themselves or their parents.  

Knowing when and how to claim Social Security benefits can increase potential, cumulative lifetime benefits for some couples by $100,000+. 

The winning bidder must provide copies of their Social Security Statements (available on line from the Social Security Administration) and sign a "no-cost" engagement agreement. Results will be presented and options explained at a complimentary interactive meeting or conference call with donor and or their parents. All personal data provided is treated as confidential.

Services provided by Barry Korb, CFP®, principal, Lighthouse Financial Planning, LLC, an independent, Registered Investment Advisory firm.

Item Special Note

Winning bidder should contact Barry Korb by e-mail or phone to schedule a Social Security Analysis.  Social Security Claiming Strategy Analysis must be completed by August 31, 2015.