Are You Making the Right Social Security Decision?
Get a free, no-obligation Social Security review to better understand your claiming options and how they may affect your retirement income.
- See how your claiming age can affect your monthly benefit
- Understand potential spousal and survivor benefits
- Identify tax considerations that may impact your Social Security income
- See how Social Security can work alongside your overall retirement income plan
Get Your Free Social Security Review
No cost. No obligation. Just helpful guidance.
Meet Your Financial Professional
Matias Leiva, Founder and CEO
Matias has worked in the financial services industry since 2006 and founded Truckee Financial Group in 2018. His approach focuses on helping individuals and families understand how Social Security fits into their broader retirement income strategy.
From evaluating when to claim benefits to considering taxes, spousal and survivor benefits, and other retirement income sources, the goal is to help you better understand your options before making an important financial decision.
No pressure. No obligation. Just an opportunity to get answers and better understand your Social Security options.
What You’ll Learn From Your Free Social Security Review
YOUR CLAIMING OPTIONS
See how claiming at 62, full retirement age, or 70 may affect your monthly Social Security benefit.
YOUR BENEFIT PICTURE
Better understand the factors that determine your benefit and what your Social Security record means for you.
SPOUSAL & SURVIVOR BENEFITS
Explore benefits that may be available to you or your spouse and how these can factor into your claiming decisions.
TAX & RETIREMENT INCOME CONSIDERATIONS
Understand how Social Security may be taxed and how your benefits can coordinate with your other retirement income.
How Your Free Social Security Review Works
1. Tell Us About Your
Situation
Complete the short form and let us know where you are in your Social Security planning.
2. We Review Your
Information
Our team reviews your responses to better understand your questions, claiming status, and planning needs.
3. Speak With a Financial Professional
A Truckee Financial professional will reach out to discuss your Social Security options and answer your questions.
Simple. Personalized. No obligation.
No Pressure. Just Clarity About Your Options.
Social Security decisions can have a lasting impact on your retirement income, and it’s not always easy to know which claiming approach makes sense for your situation.
Your free Social Security review gives you an opportunity to:
- Ask questions about your Social Security benefits
- Get clarity around when to claim
- Understand spousal, survivor, and tax considerations
- See how Social Security may fit into your retirement income plan
There’s no cost and no obligation, just personalized guidance to help you make a more informed decision.
Start Your Free Social Security Review Today
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