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Social Security Planning

Social Security is too important for guesswork.

Let us help you protect your nest egg and maximize your income in retirement.
Whether Social Security is your primary source of income in retirement or a supplement, the decision is one that should not be overlooked. If planned properly, one can optimize benefits. 

Plan the right strategy by weighing your options. Evaluate the advantages of waiting versus taking early and how doing so may impact spousal and survivor benefits.

Applying for Social Security

  1. Call 800-772-1213
  2. In-person at the local social security office
  3. www.ssa.gov
Contact us today to have a review of your Social Security situation. You’ll walk away with a printed report showing your options, your projected benefits, and a thoughtful course of action.
Want to learn more before contacting us? Click on the button below to get your free Baby Boomers Guide to Social Security
Download the Guide to Social Security for Baby Boomers here

For more information, contact: [email protected]

What Our Organization Offers

Securities Offered Through 
Bolton Global Capital, Inc. 
Member FINRA, SIPC
Advisory Services Offered Through
Bolton Global Asset Management, 
a SEC Registered Investment Advisor
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State securities laws require that your Financial Representative be registered in the state in which you live. For this listing, please refer to the Broker Check Link provided. 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax or legal services. Bolton Global Capital, LLC, is a registered broker-dealer. For more information, visit https://finra.org or https://sipc.org. Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor. 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.
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