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SOCIAL SECURITY EXPLORATION

In 2025, an average of almost 69 million Americans per month will receive a Social Security benefit, totaling about $1.6 trillion in benefits paid during the year. ¹  

 

WILL YOUR SOCIAL SECURITY BENEFITS BE ENOUGH TO MAINTAIN YOUR LIFESTYLE IN RETIREMENT?

Bridge the gap in your retirement strategy.

We can help:

 

  • Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution.​

  • Explain the importance of routinely verifying your Social Security statement earnings record for accuracy.

  • Explore strategies that may enhance the benefits available to married couples.

  • Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).

  • Examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.

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¹ Social Security Administration: 2025 Fact Sheet, September 2025

 

Please note that Cornerstone Financial Services and their representatives do not give legal or Social Security advice. You are encouraged to consult your attorney or the Social Security Administration via your local office or online at ssa.gov.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

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5151 Flynn Pkwy, Suite 308 • Corpus Christi, TX  78411  |  (361) 883-6800

Not endorsed by or affiliated with the U.S. Government or any governmental agency.

Cornerstone Financial Services provides insurance and financial education services.

We are licensed insurance agents and do not provide legal or tax advice

© 2025 Cornerstone Financial Services  |  All Rights Reserved.

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