A Comprehensive
Financial Services
Company

At

Partnership Wealth Management, we help everyday people who have accumulated wealth make sense of what they have and work with them to maximize their financial opportunities. Our clients are typically down-to-earth people who have worked hard to create a quality of life they can enjoy for years to come. Many of our clients were not born into wealthy families; they are people who kept their debt low and invested for the future.

Partnership Wealth Management provides our clients with reassurance regarding their financial goals by helping them understand their financial options for today and the future. We will take the time to thoroughly explain our recommendations to ensure you know what you are doing, why you are doing it, and what your costs will be. We’re independent, so you don’t have to worry about our recommendations being biased towards a specific investment or product company.

Our full-service practice provides:

[WHO WE ARE]

June 2015 Newsletter

Welcome!

When considering Social Security income (SSI), most people think it best to take the income as soon as they are able. In most cases, this would be starting their income at age 62. While this strategy works for some, there are some other options to consider.

You can begin receiving individual Social Security benefits anytime between ages 62 and 70. Your benefit amount will differ, however, based on your full-retirement age. This is based on your year of birth and ranges from age 66 for those born in 1948 to age 67 for those born in 1960 or later. [MORE]



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