While most financial planners leave Social Security Income Benefits completely
out of the retirement plan for their clients, either due to a fundamental lack of understanding of
Social Security or decreased confidence in its longevity, Arizona Retirement Co. is prepared to help
you make important Social Security Income Benefit decisions. Our professional retirement consultants
are NSSA Certified Social Security Consultants & Educators and ready to work for you.
Benefits provided by Social Security Income can be substantial. Even if those benefits aren't
the primary source of retirement income, they are still important in regards to making key decisions prior to
retirement. Leaving Social Security Income out of the retirement plan could result in heavy losses, to the
tune of hundreds of thousands of dollars during someone's retirement.
Designing retirement income for our clients is an important part of our process and requires
bringing a spectrum of income sources together to create sustainable income for daily expenses and more.
Fortunately, you don't have to be a client to receive a complimentary Social Security Analysis. Just follow
the instructions below to get started.
By providing a few key pieces of information, one of our NSSA certified consultants will begin
your analysis. We DO NOT need your Social Security Number. Once completed, the next step is to schedule
a short consultation so you can see for yourself exactly how optimizing your benefit can improve your
retirement plan. Following the complimentary consultation, you’ll receive your personalized report to keep.
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Claiming benefits can be a complicated process and we are glad you trust us to assist you
in this process. ln order to perform your analysis, there are few items required.
Your Full Social Security Statement (4 pages): Our software bases your report largely off
your Full Social Security Report. This report is unique to you and provides our consultants with most of
the information needed. You can find your Full Social Security Statement online at www.ssa.gov/mvaccount.
If you have any problems retrieving this information, please feel free to contact our office for assistance.
Go to
www.ssa.gov
> Click the 'My Social Security' button
Click the 'Create an Account' button
Read and Click the 'I Agree to the Terms of Service' box (if you do in fact agree)
Confirm your identity and complete the form
Create Login and Password and complete the form
Read and Click the 'I Agree to the Terms of Service' box (if you do in fact agree)
Click the 'Print/Save your Full Statement' Icon (all 4 pages!)
Your completed AZRC Social Security Analysis Printable Form.
After we've received your information and performed your analysis, you will be contacted to
schedule your complimentary Social Security consultation. The consultation will last roughly 30 minutes. The
purpose of this meeting is to help you understand your Social Security Income Benefit and the importance of
optimization. This is a limited offer so get started today! Please mail, email or bring your Full Social
Security Statement to our office.
Are you ready to face retirement with anticipation, instead of apprehension? Then you've found
the right place. We look forward to working with you.
Contact A Consultant >
Have Questions? Call Today!
480.524.0508
