Your First Meeting

For a married couple:

Maximizing Social Security can often lead to over $100,000 more in lifetime benefits.1

Not married? Divorced?:

We’ll review specifics of your unique situation, and based on those specifics, develop an income plan. I will then prepare a personalized data report detailing the best strategy for you and how to implement it, step-by-step.

Going forward, I will be available to meet with you to review the progress of your income plan or to help you make changes to it based on changes in your circumstances (a marriage, divorce, new child, change in income, etc.).

What to Expect

During your first meeting, we will access your goals, needs, budget, and assets.

How To Prepare For Your Social Security Maximization Plan Meeting

During our meeting, I’ll need information about your Social Security earnings history, and only you can request this information from the Social Security Administration. Here’s how to go about getting it:

Step 1 – Schedule an Appointment

Step 2 – Go to

Step 3 – Click on my Social Security

Step 4 – Sign in or create an account

Step 5 – Print Social Security statement and earnings record

Step 6 – Bring to appointment meeting

Congratulations, you’re done! If you have scheduled an appointment, I will be in touch to confirm our visit; if you’ve requested that I get in touch via email, please check your inbox for an email from me. I look forward to meeting you and providing you with a path toward maximizing your Social Security benefit.

1. Laurence Kotlikoff. “Home.” Laurence Kotlikoff, 14 June 2021,

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