Social Security

Many clients imagine triggering their Social Security benefits at one of three ages:

  • Age 62
  • Full retirement age (FRA), a specific age between 65 and 67 based on your birth year
  • Age 70

However, in many circumstances, triggering your benefits at these ages may not maximize your lifetime benefit.

Instead, maximizing your lifetime benefit may be found by examining numerous filing scenarios and exploring advanced strategies.

Your customized Social Security Maximization report will let you know when and how to file for benefits to achieve your maximum lifetime income.

We are not affiliated with, or endorsed by, the Social Security Administration or any other government agency.

There are two things you need to get started:

  • Your Guide to Social Security Maximization
  • A customized Social Security Maximization report

To provide you with your customized report, the first step is to complete the Strategy Assessment®. This is complimentary and available in the Generational Vault — secure, easy to set up and available at no cost. Just fill out the short form on this page to request your complimentary Generational Vault account.

Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Campbell Asset Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Campbell Asset Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors. Campbell Asset Management is not affiliated with or endorsed by the Social Security Administration or any government agency. The content on this website is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.