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Social Security Decision Kit

Don’t leave money on the table!

If you’re nearing retirement, or already retired but haven’t taken your Social Security benefits yet, this free kit is for you!

Let’s face it, Social Security is a maze of options and possibilities and how do you know you’re not leaving money on the table? We can help. Download your free Social Security Decision Kit today and find the answers to some of your most pressing retirement questions.

Your information is private; Lucia Capital Group will not sell or rent the information you enter on this form.

Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration (SSA) or any government agency.

Here's what's included in the kit

Answers to the most common Social Security questions

50 Social Security Questions Answered

50 Social Security Questions Answered

Get answers to the top 50 Social Security questions our dedicated professionals have fielded over the years. While it's impossible to cover everything, we think we got pretty close.

The 8 Most Important Elements of Social Security

The 8 Most Important Elements of Social Security

When it comes to taking your Social Security, you don't want to leave money on the table! This handy guide focuses on the eight most important things you should know before taking your benefits.

7 Social Security Decision Guides

7 Social Security Decision Guides

Social Security is a maze of options with high stakes, and making the wrong choices will cost you. This guide illustrates seven of the most common Social Security situations to help you chart your course.

Here are just some of the topics covered in this kit:

  • Retirement Benefits
  • Family Benefits
  • Survivor Benefits

  • Spousal Benefits
  • Ex-Spousal Benefits
  • Disability Benefits

  • Windfall Elimination Provision
  • Government Pension Offset
  • Social Security Earnings Test

Download my Social Security Decision Kit