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One of the great benefits of having spent much of your adult life working is the monthly Social Security check that will be waiting for you sometime down the road. However, when and how you apply for your Social Security benefits is a critical decision that can result in a difference of tens of thousands of dollars over the span of your retirement.

 At Alison Wealth Management, our team specializes in maximizing Social Security for those ages 60 and up who are preparing for retirement or are in the early stages of retirement.

Social Security benefits have become increasingly complex as the laws governing them continue to change. Our advisors will help you understand the changes to the law and guide you to make informed decisions so the process will not seem so overwhelming. We can also answer questions regarding Social Security, including: 

  • When am I eligible to receive Social Security benefits?
  • When is it the right time for me to file for Social Security?
  • Can I receive Social Security if I am still employed?
  • How does Social Security work for my spouse?
  • What happens to my Social Security benefits if my spouse or I die?
  • Will Social Security be around for all of my retirement?

Would you benefit from a review of your Social Security options and a customized claiming strategy? Schedule an Appointment:


Meetings can also be scheduled by calling (888) 617-3402

Want To Learn How We Can Work Together?

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(888) 617-3402


Serving Clients Across The United States With Virtual Meetings.

Office Locations:

530 Lytton Ave FL 2
Palo Alto, CA 94301

1240 Winnowing Way
Mount Pleasant, SC 29466

(888) 617-3402