You’re nearing 62 and unsure when—or how—you should claim
Maximize Your Social Security Benefits
Your free, personalized Social Security analysis is just one call away.
Claiming Social Security Shouldn’t Feel Like a Guessing Game
Most people only get one shot at claiming Social Security—and the wrong move could cost you tens of thousands over time. With over 2,700 rules in the system and advice coming from every direction, it’s no wonder you might feel stuck or unsure. If that sounds familiar, you’re not alone. Here’s what we hear from people just like you:
You’ve heard conflicting advice about timing and strategies
You’re worried about leaving money on the table
You just want to make the right decision—for you and your spouse
Introducing the Social Security Analysis Report
A $297 Report—Yours Free with a Call
You don’t have to guess your way through one of the most important retirement decisions of your life. With a Social Security Analysis Report, we run your numbers through a proven system that evaluates up to 6 different claiming strategies—calculating the path that leads to the highest lifetime payout.
Benefits Include:
- Side-by-side comparisons of 5–6 claiming strategies
- Spousal coordination for maximum benefits
- Lifetime payout projections with survivor scenarios
- Delivered on the spot during a live Zoom call
- Normally $297—yours FREE for a limited time
Hi, I’m Patrick McNally—Advisor, Author, and Host of Retirement Lifestyles Radio
After working with retirees for over 20 years, I’ve learned this: the biggest regrets in retirement aren’t about not saving enough—they’re about not having a plan. Especially when it comes to Social Security.
I started offering free Social Security Analysis Reports on my radio show because I believe everyone deserves to retire with clarity and confidence—not confusion. This report isn’t fluff. It’s the exact same tool I use with my private clients to help them avoid costly mistakes and maximize their benefits.
If you’re nearing retirement, I’d love to walk through this with you—step by step—so you can make the best decision for your future.
Get Your Roadmap. Maximize Your Social Security.
Regularly $297. Today: $0
This isn’t a generic handout or government brochure—it’s a personalized, data-driven analysis based on your real numbers. During your call, we’ll walk you through it live, answer your questions, and send your full report on the spot.
A detailed 20+ page PDF report personalized for you (and your spouse, if applicable)
Analysis of 5–6 Social Security claiming scenarios
Side-by-side comparisons to help identify your best option
Lifetime income estimates and survivor benefit breakdowns
Clarity on when to file, how much to expect, and how to coordinate spousal benefits
Built live during your Zoom call and sent to your inbox the same day
Let’s Build Your Social Security Strategy Together
Use the calendar below to schedule your free 30-minute Zoom call—we’ll build your custom Social Security Analysis together, step by step.
Frequently Asked Question
Do I need to have already retired to get this report?
Not at all. In fact, this report is most valuable if you’re within 1–5 years of retirement. It helps you plan your timing with confidence, not guesswork.
Will this affect my Social Security account or trigger anything?
No. This is a planning tool only. Your benefits won’t be changed, filed, or impacted in any way. It’s completely safe and confidential.
What information do I need to bring to the call?
Just have your estimated Social Security benefit (from your SSA.gov account) and your expected retirement age. If you're married, your spouse’s info helps too—but we can guide you through it.
How long is the call, and do I need to prepare?
The call is about 30 minutes. No prep needed—we’ll walk you through it live and create the report together during the call.
Is there a catch? Why is this free?
No catch. We usually charge $297 for this analysis, but we offer it free as a way to connect with new people. If we’re a fit to work together long term, great. If not, you still walk away with a powerful tool—no pressure either way.
