• Request a complementary meeting today to discuss how your financial future and the possible role of insurance in your financial strategy!
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    Phone: (903)-534-5477 / bestclients@texasfinancialandretirement.com / Visit Us!



    Social Security Planning

    The most common question we hear about social security is: “When should I begin receiving benefits – at age 62, full retirement age (66/67), or at age 70.”

    Seems like a simple answer but not so fast. Most clients we see in our practice today can receive full social security benefits at age 66 or 67.  If you begin at age 62, you will receive a reduced benefit of approximately 25%.  If you delay benefits to age 70, you can increase benefits by approximately 1/3.

    Married couples have many possible choices. Texas Financial and Retirement has a sophisticated software program that can help you determine how to maximize your social security benefits.  You may request a free 4-page questionnaire from our office to complete and return for a no-cost, no-obligation social security benefit report. Call 903.534.5477 or email your request to bestclients@texasfinancialandretirement.com or simply download your questionnaire below.

    How to Optimize Your Social Security Retirement Benefits Questionnaire 

    Complimentary Guide
    “Will You Have Enough Income in Retirement?” Discover six essential questions can help you plan for your retirement income.

  • Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Texas Insurance License #722881.