Financial Planning
& Social Security

Financial Planning

Planning for the knowns — and unknowns — of retirement

Now, more than ever, the key to creating the retirement lifestyle you want is a strategy that takes into account not just what we know about retirement in the future – but what we don’t know.

Help Preserve Your Financial Future with Asset Protection

Grow your retirement nest egg with a level of asset protection for the principal you invest.  It’s a way to participate in market gains with a level of protection against market drops. It's YOUR Retirement.  Make it the one you want with the help of Jessop Retirement Planning Services.

Our Team

We use a team of seasoned professionals where each professional specializes in their area of expertise. This approach provides you with the confidence that you will be receiving sound advice from very knowledgeable, experienced, and certified professionals. Our team of professionals include:

Certified Financial Planners
Certified Public Accountants
Certified Social Security Consultant
Estate Planning Attorneys
Licensed Insurance Agents

Social Security Strategies

One of the great benefits of having spent much of your adult life working is the monthly Social Security check that will be waiting for you sometime down the road. However, when and how you apply for your Social Security benefits is a critical decision that can result in a difference of tens of thousands of dollars over the span of your retirement.

At Jessop Retirement Services, our team specializes in maximizing Social Security for those ages 60 and up who are preparing for retirement or are in the early stages of retirement.

Social Security benefits have become increasingly complex as the laws governing them continue to change. Our advisors will help you understand the changes to the law and guide you to make informed decisions so the process will not seem so overwhelming. We can also answer questions regarding Social Security, including:

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When am I eligible to receive Social Security benefits?
How Is Eligibility Determined?
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How Much Money Will I Receive?
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What strategies should I consider in order to maximize my benefit?
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When is it the right time for me to file for Social Security?
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Can I receive Social Security if I am still employed?
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How will a pension affect my social security benefit?
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How does Social Security work for my spouse?
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What happens to my Social Security benefits if my spouse or I die?
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Can I claim spousal benefits if I'm divorced?
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What are the qualifications for family and disability benefits?
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Will Social Security be around for all of my retirement?
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The selection of how and when you begin drawing your benefits is one that can only be appropriately addressed along with your whole financial picture. Jessop Retirement Services can help you understand your filing options as a part of your income plan for retirement.