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Top Financial Advisors for Social Security Planning

Social Security optimization services that maximize lifetime benefits and coordinate with other retirement income. Our directory features advisors who analyze claiming strategies, evaluate benefit options, and help time Social Security decisions for optimal outcomes.
Wealthcare for Women | 401(k) & IRA Management, 401K Rollovers, Asset Allocation
Anywhere

Wealthcare for Women

I'm a fee-only, fiduciary financial advisor focused on retirement planning for women.
My 30+ years of experience delivering personal financial advice combined with my financial life planning approach to retirement helps women achieve comfort and confidence for the future while making the most of their lives today.

You can reach me directly at 404.254.6993 if that's a conversation you'd like to have. You can also visit my website to learn more about me and my work: http://www.wealthcareforwomen.com

I love my work as a retirement advisor and can't imagine doing anything else. However, I am also proud to serve as a trustee for the non-profit Georgia Eye Bank.

Family is important to me and I enjoy spending time with my wife Elizabeth and our rescue pup, Winnie.
0 Client Reviews
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Thomas-Kopelman | 401(k) & IRA Management, Business and Succession Planning, Cash Flow Planning
Anywhere

Thomas-Kopelman

AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
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Clarity Advisors | 401(k) & IRA Management, 401K Rollovers, Business Succession Planning
Anywhere

Clarity Advisors

Clarity Advisors was founded in 2024 in response to the rigid, limited offerings of traditional financial firms. After more than a decade of working with clients, founder Michael Brady saw firsthand how large institutions often failed to meet the real needs of individuals, families, and business owners. He started Clarity Advisors to provide a single, reliable place for financial guidance—where clients can get the advice, strategies, and services they actually need, all under one roof.
At Clarity Advisors, we go beyond just managing investments. We help clients navigate every major financial decision, from planning for retirement to protecting their families and businesses. Our services include:
• Retirement Planning – Helping clients map out a path to financial independence, whether they’re decades away or already retired.
• Investment Management – Creating and managing portfolios tailored to each client’s risk tolerance, goals, and time horizon.
• Life Insurance – Evaluating coverage needs and securing policies that provide financial security for loved ones.
• Tax Planning & Filing – Identifying tax-saving opportunities throughout the year and handling tax preparation to ensure compliance and efficiency.
• Business Valuation & Exit Planning – Advising business owners on financial strategies, valuation, and long-term planning.
• Estate Planning (Trusts & Wills) – Ensuring assets are protected and passed on according to a client’s wishes through proper estate planning strategies.

Whether planning for the future, managing wealth, or making critical financial decisions, Clarity Advisors provides the guidance and solutions clients need—without the constraints of traditional financial firms.
0 Client Reviews
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Moment Private Wealth | 401(k) & IRA Management, 401K Rollovers, Alternative Investments
Anywhere

Moment Private Wealth

Moment Private Wealth is an SEC registered investment advisor specializing in helping professional athletes and high growth entrepreneurs. Said another way, we work with people who bet on themselves.
0 Client Reviews
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Ad Astra Financial Planning | Alternative Investments, 401K Rollovers, Asset Allocation
Anywhere

Ad Astra Financial Planning

Ad Astra Financial Planning specializes in helping tech professionals make work optional and take career breaks through harnessing equity compensation and tax-efficient financial planning.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.
0 Client Reviews
Requirements
Justin Pritchard, CFP® | 401(k) & IRA Management, Financial Planning, Retirement Strategy
Anywhere

Justin Pritchard, CFP®

Whether we do detailed planning or you just want to ask some questions, you'll be better informed.
Figure out when you can retire, what you're on track for, how much you can spend, when to take Social Security, how to invest your retirement nest egg, and more.

We generally take stock of your resources like Social Security or pension income, plus any assets earmarked for retirement. Then, we review your projected spending, including potential changes to spending over time. All the while, we keep taxes, investment returns, inflation, and other factors top-of-mind. And we can run various what-if scenarios to take an optimistic or pessimistic view—or just explore possibilities.

How do we work together? It's your choice: Do it yourself, or have me handle your investments—you are not required to transfer assets or invest any minimum amount.

Options include flat-fee or one-time project work, asset management, and other arrangements. You can choose a model that meets your needs and feels right for you. Get a second set of eyes, ask a few questions online, get a quick investment review, or go with an ongoing relationship.

With that information, you can make informed decisions. Can you retire early? How much can you spend after taxes? Does it make sense to pursue strategies like Roth IRA conversions (to avoid IRMAA surcharges and manage taxes)? Are annuities worth looking at, and should you keep the products somebody else sold you?

When it comes to investing, I favor a simple approach. Portfolios and recommendations are primarily index-based, consisting of mutual funds or ETFs. I do not receive any commissions for selling products, and I'm not a fan of active trading or picking individual stocks.
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