One question I get asked all the time is what happens to my Social Security benefit if I retire early.

Social Security benefits are based off of your best 35 years of work history.

In this video I break down your Social Security Benefit to show you how your Social Security Benefits are calculated and the impact that early retirement can have on how much you get.

I know there is a lot of math in this video, but I tried to simplify it as much as possible. Be sure to watch to the end. Even if it’s not entirely clear I think it will start to make more sense bu the end of the video.

It All Starts With a Plan, We Call It WealthVision

Learn how WealthVision can help you organize your finances, identify your gaps and optimize your resources to fill those gaps so you can plan for your dream retirement

What I Do

I help individuals make the transition from working to retirement.

As you approach retirement you will be making some of the most important financial decisions of your life. Most of these decisions don’t get a do-over, once you’ve made them your stuck.

My goal is to help you get the most out of your retirement resources. I do this by coordinating and optimizing what I call the 7 Core Elements of Retirement Planning.

It all starts with a plan!

We use advanced financial planning software to help you understand your retirement cash flow so you know where the gaps are.

Understanding your retirement gap is the foundation to getting the most out out of your retirement resources and avoiding costly mistakes.

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