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Serving the North Bay with unique and personalized Investment Management and Estate Planning from a professional Tax Background
The Lighthouse clarifying and achieving your financial dreams.

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Social Security Maximization

Time and time again we have helped our clients maximize their benefits.

For reference, the estimated average Social Security retirement benefit in 2019 is $1,461 a month. The maximum benefit — the most an individual retiree can get — is $2,861 a month for someone who files for Social Security in 2019 at full retirement age.*

At A.E.I. Financial Group, we help make sure you receive the maximum amount you are entitled to.

The 2.8 percent cost-of-living adjustment (COLA) will begin with benefits payable to more than 62 million Social Security beneficiaries in January 2019.**

Even without taking these augmentations into account, the way social security benefits are calculated is extremely nuanced.


** https://www.aarp.org/retirement/social-security/questions-answers/how-much-social-security-will-i-get/