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NEXT STEP: Are you prepared for today’s inflation, volatility and rising taxes? Let's talk…

If you’re in or near retirement, now is the time to prepare so you can enjoy the retirement you’ve worked hard for.

Get started by scheduling your Free Social Security Analysis to discover ways you can protect your savings and address current risks before it’s too late.

Downloading this guide is a great starting point for protecting your ideal retirement.

The next step is to claim your Free Social Security Analysis – a complimentary analysis of your current retirement plan. There is no cost for the checkup, and there is never any obligation or pressure. This is your time to uncover potential mistakes that could cost you thousands in retirement.

Free Social Security Analysis includes:

  • Social Security Review
  • Retirement Income Review
  • Tax Strategy Review
  • Risk & Fee Review

Our free checkup is ideal for those 50 and wiser who have saved $500,000 or more. If that’s you, get started by claiming your Free Social Security Analysis with a Bayntree advisor. Just click here to schedule now!

To schedule by phone, please call (480) 494-2750.

Bayntree Wealth Advisors is not affiliated with the U.S. government or any governmental agency, including the Social Security Administration.

The Social Security Decision Guide is being provided strictly as a courtesy. These materials have been prepared by third-party sources believed to be reliable, but we make no representation as to the completeness or accuracy of the information provided therein. The information is not intended to provide you with any personalized financial, insurance, legal, accounting, tax or other professional advice.

Investment advice is offered through Bayntree Wealth Advisors, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.