Social Security Optimization



When to Claim?

Safe Landing Financial evaluates your overall financial picture and uses advanced planning software to optimize your Social Security claiming strategy. To determine the best time to collect Social Security benefits, we take into consideration your current health conditions, family longevity, spousal benefits, personal preferences, and more. We also consider how your benefits interact with other income sources such as:

    • Required Minimum Distributions (RMDs)
    • Dividends and interest
    • Capital gains
    • Other income (Pensions, annuities, rental income, etc.)


Social Security Optimization - FRA

Did You Know?

96% of claimants fail to make the optimal claiming decision. That means they lose out on an estimated $3.4 trillion in potential retirement income (on average $111,000 per household). The average recipient would receive 9% more income in retirement if they made the financially optimal claiming decision.1


Want to learn more about optimizing your Social Security claiming strategy?


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More on Social Security Optimization Planning

What is a Fiduciary Financial Advisor?

What is a Fee-Only Financial Advisor?

What is a CERTIFIED FINANCIAL PLANNER™?

Important Numbers for 2021 (printable PDF guide)

When, Why, and How Should I File for SS to Balance My Benefits, Tax Exposure, and Retirement Lifestyle?

1: United Income: The Retirement Solution Hiding in Plain Sight – How Much Retirees Would Gain by Improving SS Decisions

SS Administration

SS Administration: Understanding the Benefits

Kiplinger: 10 Things You Must Know About SS

Other Services

Service Packages ✓ Financial PlanningRetirement Planning Investment Management
Social Security Optimization ✓ Tax Planning Insurance Planning Estate Planning

Social Security Claiming Planning Strategy Austin, TX


Know exactly how Safe Landing Financial will help before you pay anything. The first step is a 30-minute meeting with Brian Fry CFP®. The first meeting is to understand the basis of who you are and learn how Safe Landing Financial can help give you more peace of mind in your unique situation.