If you are not currently receiving Social Security benefits, WFA Wealth Managers is pleased to assist you in developing an optimized claiming strategy. All we need to get started is a copy of your personal “Social Security Statement” (if you are married, we need your spouse’s statement as well). Your personal Social Security Statement can be printed on-line at the Social Security website. If you have not already setup an on-line account with Social Security, click here to view an easy “how-to” video on setting up your on-line account.
