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Social Security Resources

Do you want to get a free Social Security Analysis Report, customized specifically for you?

Social Security is incredibly complex, and making the right (or wrong) decision can mean a difference of tens or even hundreds of thousands of dollars of income during retirement! We have provided hundreds of analysis reports to people all over the Rocky Mountain region, some of whom are probably your friends and neighbors. We would be honored to create one for you too. Please click the button below to get started.

Having trouble getting your Social Security Statement?

Take a look at our PDF instruction sheet, Obtaining Your Social Security Benefits Information, for some helpful tips. Or, just give us a call and we'll be happy to assist!

How to create an online account with mySocialSecurity

Instructions on creating an online account with the Social Security Administration. You must set up a mySocialSecurity account to obtain a full copy of your Social Security statement and earnings history online.

How to verify Social Security or Supplemental Security Income (SSI) Benefits

Instructions on how to request a Benefits Verification Letter online. (Requires an online mySocialSecurity account to be established, see instructions above.) This is an official SSA letter that includes proof of your benefit amount and type, medicare start date and withholding amount, and age.

How to use the online Retirement Estimator to estimate your benefits

Link and information on how to use the Retirement Estimator are coming soon.


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