Social Security Planning

A new generation is getting ready to collect Social Security.  You may have many questions about things like:

  • Rules and strategies for collecting your retirement benefits and coordinating Social Security with other sources of retirement income
  • Why advance planning is essential and how some little-known rules can help you make the most of this very valuable benefit
  • How the decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime


    Our educational workshop, "Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income", helps Boomers understand the role Social Security will play in their financial future.

    Savvy Social Security Planning workshops are presented by Richard Jeffreys, CFP, Investment Advisor Representative.  Click here to learn more about our next workshop or visit our Workshop Calendar to view our scheduled of upcoming Social Security workshops.  To reserve a spot at our next Social Security Planning workshop, please call Tina Tinnie at (845) 338-6322, ext. 3352.

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Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May Lose Value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice. FINRA Registered Branch: 180 Schwenk Drive, Kingston, N.Y. 12401

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Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Investments - Social Security Planning

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Investment, Tax, Payroll and Insurance products and services offered through Ulster Insurance Services, Inc. and Ulster Financial Group, Inc., subsidiaries of Ulster Savings Bank, are NOT FDIC INSURED.

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