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Social Security Analysis

Social Security is still a major component in many retirement plans, yet only 18% of married couples choose the plan that maximizes their benefits.1 There are many different ways a married couple can choose to claim Social Security. Do you know which option is best for you?

We are able to analyze your social security information and empower you to make the best decision and maximize your benefits from this important, government-funded income stream.

Do you have questions about Social Security?

We want to help. Please contact us by filling out the form below, or by calling us at (865) 392-4260 to schedule your no obligation evaluation meeting where we will answer your questions. If you can invest one hour, we can place you on the path towards the future YOU want.

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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.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Blue Ridge Wealth Planners or Madison Avenue Securities, LLC (MAS).

Investment advisory services offered through Blue Ridge Wealth Planners, a Registered Investment Advisor. Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. MAS and Blue Ridge Wealth Planners are not affiliated companies.

Brad Fugate - TN, GA, FL, TX
Bob Fugate -TN, GA, FL, TX
John Vandergriff - TN, GA, FL, TX
Chris Gee - TN, GA