Claim Plan is a group of independent financial professionals who are passionate about helping people in their community get the most out of their hard earned Social Security benefits in a process we call “Your Claim Plan.”

Your Claim Plan is a comprehensive benefit report designed to show you how to get the most from your hard-earned benefits. Your Claim Plan will analyze your unique situation, show you all the benefits you are eligible for, and recommend a claiming and timing strategy to optimize your Social Security income.

Most of the professionals in our network run independent financial practices. Being a part of Claim Plan demonstrates that they are willing to go above and beyond for their clients, helping in ways that many cannot.