Social Security and Retirement...I’ve Got you Covered.

Where Will Your Retirement Income Come From?

I’m sure you are aware Social Security contributions were deducted from your employment paycheck. It was set aside for your benefit so you could supplement your income when you retire. When you reach the age where you can qualify for Social Security, you will have some basic questions such as:

  • What is the Best Age to Start Collecting Social Security Benefits?
  • How Social Security is calculated?
  • Are Social Security benefits taxable?
  • Will Social Security run out?
  • Social Security vs SSI?

With most government entitlements there is a lot of information to review. Let me advise you on maximizing your monthly Social Security benefits.

Planning for Financial Security in Retirement

Financial Planning is critical, and I can help you understand Social Security as well as show you financial strategies. 

I am available by phone or email for your convenience. Whether you are a client or not, I’m always ready to answer your questions about Medicare, Social Security, and Retirement Planning.

Financial Analysis

Knowing you will be taken care of during your post working years is paramount. We can help you plan your long term needs by strategizing your retirement income and plan accordingly. Keeping your investments safe is our number one priority. We are just a phone call away to answer any questions you may have.

Guaranteed vs. Non-Guaranteed Income

Your retirement income plan should include secured income sources to cover basic monthly expenses. Examples of secured income sources are pension payments from an employer and Social Security retirement income. You may also wish to consider increasing your secured retirement income by purchasing an income annuity.

These insurance based instruments can provide a guaranteed income for life for you and a survivor as well as protection of your resources against financial volatility. Let us help evaluate the right annuity for your individual situation.

Retirement Income Planning

Federal employees reaching retirement age should consider their current situation/needs and apply them with:

  1. Thrift Saving Plan
  2. FERS Annuity/Pension
  3. Social Security
  4. Health & Life Insurance
  5. Long Term Care

Set-up an Appointment to Take Charge of Your Health

I am available by phone or email for your convenience. Whether you are a client or not, I’m always ready to answer your questions about Medicare, Social Security, and Retirement Planning.

Call me at 530-781-3592 or 707-548-3592
Email me at brucejenkinsinsurance@gmail.com