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Social Security Optimization*

Taking Social Security benefits at 62 or later? Many Americans claim Social Security income at the age of 62 or as soon as they retire. But by waiting a few years, and optimizing the benefits for you and your spouse, we can help you find a strategy that can mean a difference of tens of thousands of dollars in benefits over your lifetime. At The Affinity Group, we use state-of-the-art Social Security timing software that calculates the different claiming strategies and helps you understand how to optimize benefits to best fit your retirement needs.

*The Affinity Group of Companies is able to provide you with information but not guidance or advice related to Social Security benefits. Our firm is not affiliated with the U.S. government or any governmental agency.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.


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At The Affinity Group, we offer you the following services: