Social Security

Understanding What You Have to Do To Receive Your Funds

From your very first paycheck you have seen a deduction for Social Security. You paid this payroll tax your entire working history. Your employer has contributed on your behalf as well.

Now as you approach retirement it is time to receive those funds back, but what do you have to do to receive Social Security? And when?

These questions are just the first likely to occur as you try to navigate and plan retirement options. The media is full of alarming information pertaining to Social Security. You need a trusted source of information.

Image of Social Security Card and Cash
Image of Social Security Cards and Currency

James H. Willis, III is the President and Founder of The Willis Agency, based in Land O' Lakes, Florida.  Since 1988, Jim has focused on helping his clients understand Social Security while providing knowledge, clarity and peace of mind. Jim Willis and The Willis Agency may be the right choice for you.

Schedule a free consultation to learn:

  • How and When Do I Become Eligble for Social Security?
  • How Much Will I Receive?
  • Should I Apply at Age 62 or Wait for Full Retirement at 66?
  • Why Should I Consider Waiting Until I am Age 70 to Collect?
  • Can I Expect Regular Cost of Living Raises?
  • Are My Benefits and My Spouse's Figured Separately?
  • How Does Divorce Affect Social Security for a Couple?
  • How Does Death Affect a Surviving Spouse's Benefits?
  • What if I Want to Continue Working?
  • Will my Social Security be Taxed?

Social security can be complexed, and confusing. Before you decide this critical piece of retirement be sure you have the answers needed for an informed decision.

Schedule your free consultation today and start planning your successful tomorrow!

Nancy

"I appreciate your help and advice.  I will be sure to tell my friends and family about “The Willis Agency”.  It is so nice to know there are still honest people in your business. Thanks again for all your help."

Louise

"Thank you, I appreciate you so much.  I love you to pieces and I’m so thankful to have you in my life."

Doris & Dave

"We have known and worked with Jim for so long, we feel he and Candi are part of the family. He’s always there to help not just at safe time but he has always come running when we need him."

Viola

"If you need help, just call Jim! He loves to help people and will do anything in his power to help you. He came right to our house to help us work out our finances. We just love him and I don’t know what we’d do without him."

Step 1: Initial Phone Meeting

The purpose of this phone call is to start to understand your situation, needs, and goals.

Step 2: Discovery Meeting

This is a deeper dive into what your desired outcomes are and what gives your life significance.

Step 3: Game Plan Presented

Based on your provided information, several options will be outlined that best fit your desired outcomes.

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