Social Security Planning

South Jordan, Utah

Elysium Financial is an investment advisory firm in South Jordan, Utah. Services include Financial Planning. The firm specializes in Social Security Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 66 Google reviews.

Cedar Rapids, Iowa

Iowa Retirement Benefits & Solutions provides financial planning, investment management, and retirement income strategy in Cedar Rapids, serving clients approaching or in retirement, including those with employer plans from large corporations and institutions. The firm emphasizes a transparent, process-driven approach centered on education, analyzing factors such as taxes, healthcare costs, and market risk to develop actionable retirement roadmaps. Services encompass Social Security optimization, insurance analysis, and ongoing plan adjustments as life circumstances change, with particular experience serving clients transitioning from employers like General Mills, Rockwell Collins, and The University of Iowa.

Kennewick, Washington

PorterKinney, PC is a Kennewick-based CPA firm founded in 2006 that serves small business owners across the Tri-Cities area, offering tax preparation, bookkeeping, payroll processing, and business consulting on a fixed monthly fee basis. The firm specializes in serving dental practices and law firms, with particular focus on tax planning and Social Security planning for business owners. PorterKinney provides a proprietary coaching program called The Ten-Step Turnaround® alongside strategic tax preparation services designed to identify deductions and develop tax strategies. The firm is staffed by CPAs and expanded significantly following its 2019 acquisition of Marple & Marple, a local CPA practice established in 1973.

Beaver, Pennsylvania

Three Cord True Wealth Management is a fiduciary-regulated advisory firm serving Pittsburgh-area families, professionals, and retirees. The firm integrates financial planning, investment management, tax strategy, and social security optimization, operating under a proprietary planning process called the True Wealth Blueprint that emphasizes the coordination of tax and investment decisions. Led by principals including Tod Arbutina and Vasili, the team provides ongoing relationship-based advisory rather than one-time planning engagements. The firm is located in Beaver, Pennsylvania and has demonstrated long-term client retention, with several client testimonials noting decades of service across life stages including retirement, education funding, and estate planning.

Scottsdale, Arizona

Family Wealth Advisors, LLC is an investment advisory firm in Scottsdale, Arizona. Services include Estate Planning, Insurance Analysis, Investment Management, Retirement Planning, and Social Security Optimization. The firm specializes in Social Security Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Wilbraham, Massachusetts

Rooney Insurance & Financial, based in Wilbraham, Massachusetts, provides insurance analysis and planning services with a stated focus on helping clients understand their coverage in detail. The firm designs custom insurance plans tailored to individual needs and also offers Social Security planning. According to customer reviews, the firm maintains a 4.7-star rating across 29 Google reviews.

Grand Haven, Michigan

MMG Wealth Management is an investment advisory firm in Grand Haven, Michigan. Services include Financial Planning. The firm specializes in Social Security Planning. Its advisors hold CFP credentials. The office is open five days a week.

Carrollton, Georgia

Financial Guideposts, based in Carrollton, Georgia, provides retirement planning and Social Security planning services, including Social Security optimization strategies. The firm uses risk assessment tools to help clients evaluate their risk tolerance and offers tax preparation services for individuals and LLCs across real estate, technology, and retail sectors. The firm is led by President John A. White and is listed on the WealthTender professional directory.

Roseville, California

Diligence Wealth Management, founded in 2010 by Liz Daffner, is an independent financial advisory firm serving clients in Roseville, California. The firm provides financial planning, investment management, retirement planning, Social Security optimization, insurance analysis, and debt management, with Daffner holding a CLU credential and licenses in Series 7, Series 66, and life insurance. The practice emphasizes client education and personalized planning across major life events such as inheritance, marriage, divorce, job changes, and retirement, operating within a network of independent advisors collectively overseeing $260 million in assets.

Scottsdale, Arizona

Juniper Wealth Management is an investment advisory firm in Scottsdale, Arizona. Services include Retirement Planning and Social Security Optimization. The firm specializes in Social Security Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Missoula, Montana

Independent RIA

Montana Retirement Income Advisory is an independent fiduciary firm based in Missoula that focuses on retirement income planning, investment management, and Social Security optimization. Led by founder Shane McCann, who has held securities licenses since 1994 and possesses a master's degree in financial services, the firm works with clients transitioning from accumulation to distribution phases of retirement. The team provides financial planning and wealth management services tailored to individual circumstances, with particular emphasis on coordinating Social Security claiming strategies with overall portfolio distribution.

Doylestown, Pennsylvania

JFS Wealth Advisors is a fiduciary firm based in Doylestown, Pennsylvania, serving families, business owners, and institutions across the Philadelphia metro area and in over 40 states virtually. The firm offers integrated financial planning, wealth management, retirement planning, tax planning, estate planning, Social Security guidance, and business succession services, staffed by multiple CFP® professionals and specialists in tax, retirement plans, and family wealth. For business clients, the firm provides retirement plan design and administration, business valuation, exit strategy planning, and succession support. JFS also maintains dedicated teams for tax compliance, trust administration, and college planning.

Macon, Georgia

Security First Asset Management is a financial planning firm in Macon, Georgia that serves individuals and families with retirement planning, investment planning, and Social Security optimization. The firm's approach emphasizes education and transparency, guiding clients through income planning, estate planning strategies, pension review, and Roth conversion analysis to support informed retirement decisions. Services include evaluating portfolio risk, analyzing Social Security claiming strategies, and addressing long-term financial planning across retirement, investment, and legacy components.

Atlanta, Georgia

Empowerment Essentials, Inc. is an independent financial services firm in Atlanta with over 22 years of experience serving private companies, families, entrepreneurs, and high-net-worth individuals. The firm offers retirement planning, cashflow planning, asset protection strategies, long-term care planning, estate planning, business continuation planning, and charitable giving strategies, working with a network of CPAs, tax attorneys, and other specialists. The firm also provides specialized ministry benefits retirement planning for clergy and pastors. Located in Atlanta, Georgia and North Charleston, South Carolina, the firm focuses on analyzing clients' current financial positions and developing strategies to address planning gaps and protect assets from various risks.

Houston, Texas

Robare & Jones Wealth Management is an investment advisory firm in Houston, Texas. Services include Financial Planning, Investment Management, and Social Security Optimization. The firm specializes in Retirement Planning and Social Security Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 12 Google reviews.

Raleigh, North Carolina

Peace of Mind Wealth Management serves residents of Raleigh and Durham/Chapel Hill with integrated financial planning across investments, income, taxes, estate planning, and healthcare. The firm operates under a single transparent fee model and employs a three-phase planning process called the Peace of Mind Pathway to coordinate retirement, investment, and estate strategies.

Westminster, Maryland

Cecil Wealth LLC provides financial planning, investment management, retirement planning, and tax planning services to clients in Westminster, Maryland. The firm emphasizes a consultative approach beginning with a complimentary assessment, followed by plan development and ongoing quarterly reviews. Investment portfolios are constructed using low-cost, broadly diversified vehicles with tax-efficient asset allocation, and the firm discloses all compensation in advance without offering proprietary products.

Albany, New York

John Gigliello, Albany Financial Group is an investment advisory firm in Albany, New York. Services include Financial Planning, Investment Management, Retirement Planning, Social Security Optimization, and Tax Planning. The firm specializes in Social Security Planning and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 11 Google reviews.

Leeds, Alabama

Money Matters Wealth Solutions, based in Leeds, Alabama, offers financial planning, investment solutions, protection planning, estate planning, and tax management services. Led by Donna Cates, a financial planning professional with over 20 years of experience, the firm specializes in serving women through life transitions, including retirement planning, divorce-related financial decisions, and Social Security strategy. Estate planning services are provided in partnership with an unaffiliated attorney. The firm works with clients to develop personalized financial strategies covering retirement income optimization, tax-efficient withdrawal planning, and asset protection.

Hyannis, Massachusetts

Fairway Financial is a Hyannis-based retirement planning firm founded in 1999 by Steve Anzuoni, who holds the RICP® designation and brings 35+ years of industry experience. The firm specializes in retirement income strategies, Social Security planning, and legacy planning, offering complimentary retirement reviews and working with both pre- and post-retirement clients. Anzuoni hosts a weekly radio show and regularly conducts workshops and media appearances on retirement topics.