Social Security Advisor in Syracuse, NY

Central NY and Syracuse social security advisor providing you with optimized options.

Our Social Security Advisor wants you to receive as much money as possible from Social Security. Everybody pays into social security. As part of your retirement plan it is a source of income for the future, but there are some variables to consider:

  • You can start collecting your Social Security benefits as early as age 62.
  • If you start collecting your Social Security benefits earlier than your FRA (full retirement age), it will be a reduced benefit.
  • Once you begin Social Security benefits, it is locked in. You won’t get a true inflationary adjustment. The only increase
  • our Social Security Advisor speculates, may be a cost of living increase from 0% to possibly 3% which is rare.
  • As part of the planning on how to get the most out of your Social Security benefits, we determine your life expectancy.


  • Life expectancy is quite relevant. Life expectancy is actually a big part of when to start your Social Security benefits. If you have a long life expectancy, then it may make sense to wait to collect because you will get a higher payout for a longer period of time.

  • Social Security does NOT provide a legacy benefit, meaning you cannot leave it to your children when you are gone.
  • If a spouse passes, the survivor does not get both benefits. The widow/widower will get the higher of the two benefits.

How a Social Security Advisor Will Help You Optimize Your Benefits

We offer a program that will show you how to get the most out of your Social Security benefits. A Social Security Advisor will educate you on which route to take that will work the best for you and your family. An advisor may suggest that you use your benefits at your FRA depending on your personal situation.

We have a calculator that is linked to the Social Security Administration website ( It allows you to calculate your Social Security. We encourage you to have an account with the SSA, so you can ensure that your information is always accurate.

We are here to make an individualized plan with our clients to optimize their Social Security benefits.

Our Services

Retirement Planning

We’ll make you feel comfortable and confident in your personal retirement plan.

Wealth Planning

Our expertise ensures that each aspect of your financial plan is properly covered.

Professional Cash Flow Analysis

The goal is to economize in order to get more money into your retirement account.

Strategies for Income Protection

We focus on making sure you have adequate insurance and what it should mean to you.

Education Savings Strategies

Let us help you budget and allocate your money correctly for your child’s education.

Social Security Advisor

Our program shows you how to get the most out of your Social Security benefits.

Behavioral Finance Advice

We will help you make intelligent decisions that align with your values.


Speak to a trusted planning advisor today.

Syracuse, NY & Central New York Financial Planner