1690 Washington Avenue  ::  Bohemia, New York 11716  ::  631-585-4000

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At age 62 we all have an important decision to make concerning your hard earned Social Security benefits. If you are like millions of other Americans, you must be asking yourself this question: Should I take my Social Security at age 62 or later? Everyone seems to have a different opinion about what is best. What is important is what is the right choice for your unique situation. To make the right choice you should consider your age, wages, longevity, financial health and expected rate of return on your savings. At Freedom Tax and Financial Services, we are committed to helping our clients make well informed financial decisions tailored to their individual needs. We want to extend our helping hand to you as well. Therefore, we are offering a free Social Security Benefits Analysis Report. To receive a free analysis of your Social Security benefit options, complete and submit the questionnaire below. We invite you to call our office to arrange a complimentary, no obligation appointment to discuss the details of this report and to see how your Social Security benefit fits into your plans for retirement. There is no cost or obligation to you! The information needed to complete the questionnaire can be easily found on your Social Security Statement. This statement is sent out each year around the time of your birthday. If you do not have a recent statement you can obtain one by clicking here. Name* Address* City* State* Zip Phone Best time to call: Morning Afternoon Evening From your Social Security Statement, please provide your retirement benefit: At age 62, your retirement would be about...... $ a month* If you continue working until your full retirement age your payment would be about...... $ a month* All information you provide to us is kept strictly confidential. However, if you are uncomfortable providing this information, please call us at (631) 585-4000 to set up your appointment. * Required Field