Complimentary Social Security Claiming Review

When should you claim Social Security? Get an answer built on your numbers.

Upload your Social Security statement and tell us about your savings and goals. Brandon Lloyd, CFP®, a fiduciary financial planner in Alexandria, will compare every claiming age against your full retirement plan and go over it with you in person. Complimentary, with no obligation.

Start with a quick call

Leave your name and number and Brandon Lloyd, CFP®, will call you himself. Complimentary, with no obligation.

We use your number only to return your call. Prefer to send your statement first? The full review form is below.

Your retirement income

What will your retirement income be made of?

Enter what you expect each month in retirement, before taxes. Round numbers are fine. Not sure of your Social Security amount? Your statement shows an estimate for every claiming age.

Example
33%Social Security

SOCIAL SECURITYThe foundation: income for life, adjusted for inflationPENSIONS AND ANNUITIESOther income guaranteed for lifeYOUR SAVINGSIRAs, 401(k), TSP, brokerage, cashLEGACY

Build on the foundation: reliable income first, then the savings you draw from as you need it.

One slice of the pie, and the foundation under it

For many retirees, Social Security is not the biggest slice. It is the one the rest of the plan stands on.

  • It lasts for life. It pays every month for as long as you live.
  • It keeps up with inflation. Benefits get a cost-of-living adjustment each year.
  • It protects your spouse. A survivor benefit can continue after one of you dies.
  • Your claiming age sets its size. Waiting from 62 to 70 can raise your monthly check by about 75%, for life.

Start your review

About 10 minutes. Round numbers are fine. The more you share, the more useful your review will be. Prefer to talk first? Call or text (571) 368-6178.

About you
Your Social Security statement

Download it from ssa.gov/myaccount. A PDF or a phone photo of the pages is fine.

How your documents are handled

  • Encrypted in transit. Your files travel over a secure, encrypted (HTTPS) connection.
  • Sent only to us. Uploads go to our form system, and only Mountain View receives them. We use them for your review and never sell your information. Privacy Policy
  • No copy left on your device. This page does not save your files.
  • Send only what we need. Cover all but the last four digits of account numbers, and leave out Social Security numbers.
  • Rather not upload? Call or text (571) 368-6178 and we will arrange another way.
Up to 8 files, 8 MB total
Retirement plans
Guaranteed income (monthly, not counting Social Security)
Investable assets (approximate balances)

Liabilities (balances owed)

Comfort with risk
Anything else?
How would you prefer we reach you?

Your information is used only to prepare your review. Privacy Policy

Who you will be working with

A fiduciaryRequired to put your interests first, so the answer is about your plan, not a product.
A CFP® professionalHeld to CFP Board's ethics and planning standards, with Social Security as one piece of the whole plan.
Local, in personSit down with Brandon at our Alexandria office, right off I-395 at Duke Street. Not a call center.
The whole pictureSpousal and survivor benefits, taxes, and which savings to draw first, not just a break-even age.
Not ready yet? Start with the checklist.

Our Social Security Claiming Checklist walks you through the documents, deadlines and questions to settle before you file.

Get the Free Checklist