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Social Security & Retirement Information Brochures

 

Download our informational brochures to find out more about Social Security benefits and how a Fixed Index Annuity can help chart your course for retirement!

 

What You'll Discover:

 

  1. Should I consider Fixed Index Annuities as part of my retirement strategy?

  2. Will I have enough income for my retirement when considering inflation, health care & social security benefits?

  3. How do I determine what my estimated Social Security income benefits will be at retirement?

  4. How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?

  5. Will my retirement benefits be adjusted for inflation?

  6. When may I start collecting Social Security benefits for retirement?

  7. Are my Social Security income benefits taxable?

Social Security Quick Facts
Why Fixed Index Annuities?

Please note that Foundation Financial Group and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Foundation Financial Group may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

ABOUT US

We believe everyone deserves a chance to succeed.  Your net worth does not decide whether or not help should be available to you.  We have clients from all walks of life and we truly enjoy helping the people we know achieve their dreams; whether they be retiring, paying off a house, travelling, paying for college...or any other challenge.  We succeed when you succeed.  

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PHONE: 925.838.7566

EMAIL:   mikelickiss@foundationfinancialgroup.net

MAIL:     3201 Danville Blvd 200

               Alamo, CA 94507

Securities through Investment Architects, Inc., Member FINRA/SIPC

Advisory services through Resource Investment Architects, Inc.

CA Insurance Number 0F25255

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