Maximize your Social Security benefits

Your Social Security benefits are a key part of your retirement income. But figuring out when to take Social Security and how to make the most of it isn't always easy. That’s why our experienced advisors are here to guide you. At Elevations Credit Union, we help you develop a personalized plan to align your benefits with your retirement goals, helping you feel confident about the future.
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Maximize your Social Security benefits today

Schedule time with an Elevations financial advisor to take the guesswork out of your retirement planning. 

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Commonly Asked Questions

  • That depends on your retirement age, income needs, and long-term goals. Our advisors can help you explore all your options.

  • Yes, but there may be limits on how much you can earn before benefits are reduced, especially before reaching full retirement age.

  • Spouses and widows/widowers may be eligible for a portion of their partner’s benefits. We’ll walk you through what applies to you.

  • Depending on your income, a portion of your Social Security benefits may be taxable. We’ll help you understand how this could impact your retirement strategy.

  • Yes. Delaying benefits past your full retirement age can result in higher monthly payments. We’ll help you determine if that makes sense for your situation.

How can we help you?

Contact us Find a location Frequently asked questions

Give us a call at (800) 429-7626 | Routing #307074580

‡ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Elevations Credit Union name and Elevations Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Elevations Wealth Management Services and may also be employees of Elevations Credit Union These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Elevations Credit Union or Elevations Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed 
Not Credit Union Deposits or Obligations
May Lose Value

Elevations Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

For additional information, please visit www.lpl.com/CRS.