top of page
Don't let Social Security just happen.

There are several little known strategies that allow you to boost your benefits and increase your income during retirement years.

 

Sadly, many people never get to use them because they are unaware of all their choices when signing up for benefits.

 

What you don’t know NOW could cost you LATER.

 

Find out what key factors you should be aware of before applying for

Social Security.

 

 

 

Some important issues we can help you navigate through:

▪ How benefits are calculated and simple strategies to increase them.

 

▪ Will your Social Security benefits be taxed?

  (The answer is not a simple Yes or No.)

 

▪ Options for coordinating Social Security benefits with other sources       of retirement income.

 

▪ Coordinating with a spouse…why some married couples could miss     out on substantial benefits.

 

▪ How will continuing to work impact your Social Security Benefit?

 

▪ The current state of the Social Security system… what might                 happen in the future?

 

▪ Special strategies for married couples, divorced individuals and             minor children.

Additional Resources:

Being well informed can potentially get you more money.

 

Evaluating your Social Security benefit options requires KNOWLEDGE of the rules and computer SOFTWARE to compare the different filing options.

To receive a comprehensive

Social Security Analysis & Recommendation Report

click below to Contact Us.

 

 

 

Mention in the contact form that you would like the Social Security Report.

  • Upon receiving your request we will contact you to schedule the delivery and review of your complimentary report.

- - - 

 

  • Along with your Social Security Analysis Report we will also help you compare and evaluate the different filing strategies available to you, answering any questions you may have. 

THE NEXT STEP:

Once the above is accomplished, if you want to take the next step, we will help you develop a comprehensive strategy which will include an income plan to coordinate your maximized Social Security filing strategy with your other retirement assets.

Quick Links

 BERING FINANCIAL

 

1500 Corporate Circle Ste 11
Southlake, TX 76092

   (817) 571-2626

   solutions@beringfinancial.com

sailboat 1.jpg

Bering Financial specializes in arming clients with knowledge and awareness about their money

that empowers them to make better financial decisions for their family and their future.


Thomas Patrick Smith ​(dba Bering Financial, LLC) is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Bering Financial, LLC. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

 

Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. 

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Realta Equities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

The information being provided is a courtesy. When you click on any link to another website provided herewith, you  are leaving this site.

Bering Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Bering Financial website and assume total responsibility and risk for your use of these sites.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This website is intended solely to convey general information about the products and services provided by Bering Financial and is not investment advice or the solicitation for the purchase or sale of any security, product or service.

© 2023 BERING FINANCIAL, LLC. All Rights Reserved. 

bottom of page