Maximize Social Security
Maximize Your Social Security Benefits
Make Smarter Social Security Decisions for Retirement
As a fee-only fiduciary advisory firm, Flintridge Private Wealth integrates Social Security into your overall retirement, investment, and tax strategy. Every recommendation is designed to support your long-term financial goals—not just maximize a single benefit.
Forbes Best-In-State Wealth Advisor
2024, 2025, 2026
Selected based on a combination of qualitative and quantitative criteria, including industry experience, client service, and assets under management. No fee was paid for consideration. Learn More.
Five Star Wealth Manager
2025, 2026
Award recipients are selected based on objective criteria, including client retention, industry experience, assets under management, and a regulatory review. No fee is required for consideration. Learn More.
#3 on Barron's as Top 100 RIA Firms
2025
Barron’s rankings awarded in September 2025 based on prior 12-month data. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn more.
#8 on Forbes as America’s Top RIA Firms
2025
Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn more.
Flintridge Private Wealth is a fee-only fiduciary advisory firm.
Social Security Is More Than a Monthly Check.
It’s an income decision.
It’s a tax decision.
It’s a retirement planning decision.
And it can significantly impact your spouse and family.
Anyone can estimate their Social Security benefits.
We help you determine when and how to claim those benefits so they work alongside your retirement income, investments, pensions, and tax strategy.
Our goal isn't simply to maximize your monthly payment.
Our goal is to help you maximize your lifetime retirement income while giving you confidence and peace of mind throughout retirement.
Social Security Planning
Experienced Guidance Every Step of the Way
Many of our clients make their Social Security claiming decisions with the guidance of their Flintridge Private Wealth advisor. From evaluating the best claiming strategy to coordinating retirement income and understanding the tax implications, we help simplify the process so you can make informed decisions with confidence.
Comprehensive Guidance Designed Around Your Retirement
How Our Social Security Planning Helps You
Social Security is one important piece of your retirement income plan—not the entire plan.
We help coordinate your Social Security benefits with:
● Retirement income planning
● Pension benefits
● Investment withdrawals
● Tax planning strategies
● Medicare timing and healthcare planning
● Long-term financial and legacy goals
Every recommendation is personalized to your financial situation, helping you make informed decisions that support your retirement today and for years to come.
Maximize Your Social Security Benefits
Making Social Security feel clear, personal, and well-coordinated.
What You Get With Flintridge Private Wealth Social Security Planning
Your Social Security decision can have a lasting impact on your retirement income. We help you develop a claiming strategy that coordinates with your retirement plan, taxes, investments, and other income sources—so you can make informed decisions with confidence.
A strategy designed to maximize your lifetime benefits
We evaluate multiple claiming scenarios so you understand how the timing of your benefits may affect your lifetime retirement income. Together, we build a strategy that supports both your current needs and your long-term goals.
Coordinated planning for you and your spouse
Social Security is often a family decision. We help coordinate benefits for both spouses, evaluate survivor benefits, and develop a strategy that supports your household throughout retirement.
Tax-aware claiming strategies
Your Social Security benefits can affect your taxable income, Medicare premiums, and retirement withdrawal strategy. We help coordinate your claiming decisions with your overall tax plan to improve long-term outcomes.
Retirement income that works together
We integrate Social Security with pensions, investment accounts, retirement distributions, and other income sources to create a reliable and sustainable retirement income plan.
Planning built for the long term
Retirement can last decades. We evaluate different life expectancy, inflation, and market scenarios to help ensure your Social Security strategy continues supporting your financial goals over time.
Guidance through the claiming process
From understanding your options to completing the claiming process, we help you navigate each step with clarity and confidence, making complex decisions easier to understand.
Ongoing support as life changes
Your retirement plan evolves over time. As your financial situation, goals, or retirement laws change, we continue reviewing your Social Security strategy to help keep it aligned with your overall financial plan.
Simple Steps. Clear Direction.
Our Social Security Planning Process
Step 1: Evaluate Your Benefit Options
We start with a conversation about your earnings history, retirement timeline, marital status, and financial goals. We review your available benefit options and determine how Social Security fits within your overall retirement plan.
Step 2: Create Your Claiming Strategy
Next, we develop a personalized claiming strategy that coordinates Social Security with your pension, retirement accounts, investments, taxes, and other income sources. By evaluating multiple scenarios, we help you make informed decisions with confidence.
Step 3: Adapt Your Strategy Over Time
Your retirement plan isn't static, and neither is your Social Security strategy. As your life, tax laws, or financial circumstances change, we continue to review your plan and make thoughtful adjustments. When it's time to claim your benefits, we guide you through the process and help ensure your Social Security decision supports your long-term retirement goals.
Office Location
Visit Our Pasadena Office
Meet with the Flintridge Private Wealth team for personalized financial guidance and wealth management services tailored to your goals.
Pasadena Office
Flintridge Private Wealth
251 South Lake Avenue
Suite 800
Pasadena, CA 91101
Mon - Fri: 9:00 AM to 5:00 PM
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor.
NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.
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