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Planning for Social Security

Protect Your Future and Empower Your Retirement.

We offer services to best suit your needs in determining the right decision for you, while maximizing your benefits and minimizing your tax.

  • Determine Eligible Filing Strategies

  • Benefit Analysis and Considerations

  • Coordinate Filing Strategy with Other Assets

  • Optimize Sequence of Retirement Withdrawals

  • Education of Rules and Impacts to Your Benefits

Keating Financial Advisory Services, Inc. and its advisor do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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