Social Security Report - Birdseye Financial

Which benefits should I collect,
and when should I do it?

The question of when to collect is very difficult. In fact, each year many people forgo spousal benefits or take their benefits either too early or too late. This mistake leaves them missing out on many thousands of dollars.

To help you make the best retirement and/or spousal benefit claiming decisions, we use our custom benefits calculation software to provide you with a report based on your individual circumstances.

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Many clients want even more detail then the simple report that you have just requested. The SAMPLE report shown here will provide you with more detail and directions of how to implement these concepts.

Social Security 360 Analyzer
Client Questionnaire

You may submit your Social Security Questionnaire to us by mail, fax or email. (MORE INFO)

Here is a Sample Report...

Social Security Workshop Presentation
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Tax and Legal Disclosure
Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.

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The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information.

All items on this website are not to be considered a recommendation to purchase or to sell an insurance or investment holding. No insurance company has endorsed or reviewed this website content. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. All of the names, marks, and materials that were used within this website are the property of their respective owners.

We are NOT affiliated with the U.S. Government or Federal Medicare Program

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