April 16, 2014
Valued Client
123 Street
San Diego, CA 92130
“How to Maximize Your Social Security Benefits So You
Can Have a Comfortable and Predictable Retirement.”
Whether you’re depending upon Social Security to make a significant impact to your
retirement income or having Social Security as just a part of your entire financial
portfolio…I’d like to offer you a complimentary service that will show you your optimal
retirement strategy when claiming your Social Security income.
Dear Friend,
Many of our clients have told us that the greatest fear they face today is the fear of not having
enough money to maintain their lifestyle throughout retirement. Does this sound like you? Even in
these tough times and volatile market, we have helped our clients take a comprehensive
approach to financial planning and offer the service of helping them maximize their social security
income.
It’s a complimentary service I provide which I like to call Social Security Maximization. There are
hundreds of ways to claim your Social Security, but which one is right for you and your family?
One simple mistake or misjudgment of the program can cost you thousands of dollars that you
rightfully deserve.
I guarantee to show you your optimal retirement strategy when claiming
your Social Security income.
I recently visited one of my clients at his house to discuss this service. He was blown away by the
report when I showed him a strategy that he files for Social Security yet suspends his benefits
while his wife begins to take her benefits. They were both assuming they would just retire at their
full retirement age, but my strategy ended up increasing their Social Security benefits by 127%
per month!
Find out your SSI Max Strategy – call us today at 888-543-3776!
My team has spent months creating a proprietary system that is linked to the government’s official
Social Security website. All it takes is just a few minutes to sit down with you and find out your
optimal retirement strategy. You may contact my office by phone at 888-543-3776 or via email at
[email protected]. I appreciate your time and look forward to hearing from you!
Sincerely,
Dan Tatulli
Dan Tatulli
Financial Advisor
P.S. – Be sure to ask me about our “Shortfall Analysis” report!