Retirement Strategies


Retirement Planning

At ACT Advisors®, we follow our planning process as we work with you to develop a retirement strategy that is right for you, your spouse and your family, and your goals at every stage of your life.

After we implement your plan, we do everything in our power to keep you focused on where you want to go. We’ll revisit your goals on a yearly basis to help you stay on track. If your goals have changed, we will update your investments to reflect those changes. We monitor and rebalance your portfolio to help keep it true to your needs and objectives.

Maximizing Social Security

During the time when most of our parents applied for Social Security benefits, not much thought went into the process – they applied at their local office for their benefits and didn’t ask many questions. Today, Social Security benefits are far more valuable than previously realized and are a major factor in planning for retirement.

Our advisors have worked extensively to understand the laws and regulations that govern Social Security. By knowing the rules and making smart decisions, we can help you maximize the benefits you’re entitled to and make the most of Social Security.

We Can Help You Find the Answers

  • When should I apply for Social Security?
  • How much can I expect to receive?
  • Will Social Security be enough for me to live on in retirement?
  • How can I maximize my benefits?
  • Will Social Security even be there for me?

Planning for the retirement you have always wanted does not just happen. It takes a personalized program tailored to your individual needs.


One of our experienced financial advisors can help you begin the process of developing your retirement plan. Contact us to schedule a complimentary no-obligation consultation.