Does the thought of navigating Social Security benefits have you frustrated or depressed?
With countless ways to take benefits, it can be a daunting task to discover the right solution for your unique circumstances. A one-size-fits-all approach could cost you thousands of dollars in benefits.
You need and deserve a customized solution. You’ve worked too hard to lose out on a bundle of money you’ve put into Social Security system.
This program is a customized solution that includes a thorough report and a meeting with Joseph A. Carbone, Jr., CFP® so you can get your questions answered.
Imagine someone giving you exactly the analysis you need to make an informed decision. That’s what this program is all about.
Slightly curious? Read on for the details. You won’t be disappointed.
Does This Sound Familiar?
"Should I file at 62?"
"Should I delay until age 70?"
"How do spousal benefits work?"
"What if I am divorced, am I eligible to receive my ex's benefits?"
"What amount of Social Security is Taxable?"
"Can I still work and collect benefits?"
Do these questions sound familiar? Yes? It's probably because these are some of the same questions you have been asking yourself.
Thankfully, Focus Planning Group will answer these questions for you.
Hi. I'm Joseph A. Carbone, Jr., CFP®
I am founder and wealth advisor of Focus Planning Group. I hold a bachelor’s degree in finance from Dowling College and obtained the CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist℠ Designations.
I am regularly featured in top publications such as Forbes, CNBC, U.S. News, Yahoo Finance, Money Magazine, The Huffington Post, plus many more.
I reside in Bayport, NY with my wife, Michelle; daughter Juliette; and Welsh Terrier, Sophie. My daughter and I love all things Star Wars, and our favorite character is Ahsoka Tano. My wife Michelle and I especially enjoy furniture shopping at ABC Home Store in New York City.
I enjoy listening to music, live concerts, audiophile stereo equipment, and I am a huge baseball fan. If you speak with me long enough I will tell you, nothing sounds better than playing a blues vinyl record on tube stereo equipment, and nothing makes me happier than finding a new great pizza place. The best pizza I have eaten was at Da Michele’s in Naples, Italy.
What does any of this have to do with Social Security, you ask? Absolutely nothing! I just thought you would like to know more about me. :)
Our Social Security Solution Program is designed to help you understand and pick the best solution for you and your family.
Here are some of the benefits of signing up;
Learn how much you can earn in additional benefits with a smart claiming strategy.
Discover how to protect against running out of savings by maximizing Social Security benefits.
All services and live consultation are performed by a CERTIFIED FINCANCIAL PLANNER™ professional.
Find out exactly how and when to file to the get most benefits.
Still not Convinced? Check out the Video below!
I understand that deciding when to start taking Social Security benefits is arguably the most important financial choice of retirement.
Will there be enough in retirement?
Through complex calculations we will figure out the short- and long-term effects of your Social Security choices and make a decision that is best for you and your family.
Is it worth paying for help?
This is one of the largest financial decisions of your life. Work with a CERTIFIED FINANCIAL PLANNER™ professional and get the guidance and support you need, no you deserve!
There are over 2,700 rules affecting Social Security! Do you need help figuring them out?
Still Have Questions?
Who is the Social Security Solution Program for?
I would say this is great for people who are thinking about planning for retirement. The ideal age is probably age 55 and up.
I am single. Do I really need this service?
Great question. Only if you want to maximize your benefits.
What specifically will I receive?
You will receive a 16 to 20-page report outlining all of your options, different claiming strategies, and a skype, or on-line meeting with yours truly!