Choose Your Plan
Your best claiming age depends on your health, savings, and goals — not a formula. We’ll help you find it.
💯 Satisfaction Guarantee • ⚡ Instant Access
Do It Yourself
one-time
Get your personalized claiming strategy in minutes. Our AI analyzes thousands of scenarios specific to YOUR situation — not generic advice. Perfect for self-starters who want the numbers.
Full scenario analysis (ages 62–70)
Personalized optimal claiming strategy
Break-even & lifetime value comparison
Spousal coordination overview
Personal dashboard and PDF report download
Filing checklist
24/7 support via Maxine, your AI assistant
1-year term access
Do It With Me
one-time
Everything in DIY, plus a 60-minute consultation with a Registered Social Security Analyst® (RSSA®). Your results get reviewed by a credentialed professional who answers every question and confirms your strategy before you file. For those who want validation on a six-figure decision.
Everything in DIY
60-min RSSA® consultation
Spousal coordination deep-dive (both spouses analyzed)
Expert Q&A — no question is off-limits
Advisor strategy coordination (complements your CPA/CFP, etc. plan)
Final strategy confirmation before you file
Do It For Me
one-time
Looking for the ‘easy button’? Can’t or don’t want to optimize your Social Security benefits on your own? We’ve got you. Your RSSA® handles everything: runs your analysis, walks you through the results, coordinates your spousal strategy and stays available until you file. If delayed claiming isn’t an option right now, we’ll find the strategy that is the best fit for you.
Everything in Do It With Me
Up to 4 hours of hands-on RSSA® time
Full analysis run on your behalf
Spousal strategy coordination
Available until your filing date
Advisor strategy coordination (SS analysis that complements or completes your advisor’s plan)
Complex situations welcome — couples, divorce, survivor benefits
Our Promise to You
If you complete your analysis and aren’t confident you have a clear claiming strategy, contact us within 7 days and we’ll make it right — either with a complimentary expert review or a full refund.
All plans include our satisfaction guarantee.