Page 89 - Sample Financial Plan 4-1-2019 v2
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Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately
owned and other entities and/or marketing names, products, or services referenced here are independent of WFS.
Ages John Jane Total
Year
John Jane What-If Maximized What-If Maximized What-If Maximized
2072 93 $45,937 $56,962 $45,937 $56,962
2073 94 $45,937 $56,962 $45,937 $56,962
2074 95 $45,937 $56,962 $45,937 $56,962
How to Apply for Benefits
To learn more about how to apply for your benefits, refer to our guide here:
https://content.maximize.tools/mmss/ss_apply
Understanding Your Options and Our Calculations
For a detailed explanation of your options and our calculations, please refer to the guide here:
https://content.maximize.tools/mmss/ss_understand
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