-
Social Security advice without the sales pitchWe're "advice only": no products to sell, just number crunching and counseling to help you maximize Social Security for your situation.
-
About our firmMission Financial Planning offers comprehensive financial planning focused on dentists and their practices, however we offer Social Security planning to anyone as a stand-alone package, with no further obligation or sales pitches. This website grew out of our frustration with seeing offers for "Social Security Analysis" that were thinly veiled lead generators for investment or insurance products. The decisions related to claiming Social Security are significant; you deserve thoughtful, comprehensive advice about Social Security income, not an annuity sales pitch.
-
When should I take Social Security? It's a million dollar questionMany couples we work with anticipate that their Social Security benefits could exceed $1,000,000 over their lifetime. Our advice helps them understand their options.
-
Analysis and counseling to help you make the decision.We offer in-depth discussion and analysis combined with clearly communicated recommendations for a flat fee of $300.
-
Make an appointment todaySign up for a one-hour session where we can explore the impact of various decisions and design a strategy that will work best for you. When you make the appointment, we'll ask for your date of birth and the benefit amount you would receive at your full retirement age. We'll do the calculations from there. Meeting via Zoom allows us to work together in real time, changing variables and creating recommendations that will work for you in real life. You will receive a detailed printed report of our recommendations with the dates and directions for filing.
-
Where you can find usFollow us on Facebook, or contact us using the information below:
Copyright 2024
Mission Financial Planning, Inc. 5410 W. 61st Place, Mission, KS 66205
top website builders
Create your own website with Strikingly
