BUSINESS OWNER SOCIAL SECURITY ANALYSIS
Ready To See Your Complete Social Security Picture?
Your Business Owner Social Security Analysis brings together your Social Security claiming strategy and your business compensation decisions in one personalized analysis.
$2,000
One-time fee
Married? Your Couple's Smart Report Is Included
Your spouse's Social Security benefits and filing options are incorporated into your personalized analysis at no additional charge.
Your Analysis Includes
✓ Your complete Individual Smart Report — or Couple's Smart Report if married
✓ Personalized RSSA® Roadmap analysis using your actual Social Security earnings history
✓ SETARA® Business Owner Analysis
✓ Alternative compensation scenario comparisons
✓ Projected payroll-tax and Social Security benefit comparisons
✓ Social Security filing-strategy analysis
✓ Personalized written reports
✓ 30–45 minute personal results consultation with Mark Goodwin, RSSA®
What Happens After You Order
A simple process from purchase to your personal results consultation.
1
COMPLETE YOUR RSSA® ROADMAP
Complete the secure Roadmap using your actual Social Security earnings history and personal information. No Social Security Number is required.
2
PROVIDE YOUR BUSINESS INFORMATION
Answer a short set of questions about your business, compensation, ownership and work plans so we can prepare your Business Owner Analysis.
3
RECEIVE & REVIEW YOUR ANALYSES
We prepare your Smart Report and SETARA® Business Owner Analysis. You'll then meet one-on-one with Mark Goodwin, RSSA®, for a 30–45 minute Zoom consultation to review your results.
Secure Payment • No Social Security Number Required
One Purpose. One Focus. No Sales Pitch.
The Smart Report does not sell investments, annuities, insurance or financial products through this service.
The Business Owner Social Security Analysis is provided for educational and informational purposes. It does not provide tax, legal, accounting, investment or financial advice. Results are based on information and assumptions used in the analysis and may change if those assumptions change. Compensation, tax and business-structure decisions should be reviewed with a qualified tax professional.