Order Fulfillment Policy

Order Fulfillment
Maximize My Social Security software is available online. For renewing customers with existing accounts, access is granted through the existing account. New customers will need to set up an account to access the software. Simply follow the instructions in the email you'll receive shortly after purchase. Our software and services do not include any products that need to be shipped.

Consulting services are fulfilled through the arrangement between the customer and company consultant, and the consultant will email the customer within 1 business day of completion of these consultation orders to begin a conversation about this arrangement.

Cancellations
Maximize My Social Security does not sell any auto-renewable subscription services, so cancellation of services is not required to keep a license from being renewed.

Refunds
Customers will generally receive a refund for products and services if requested within 30 days of purchase. The customer needs to provide, in writing, a reason for dissatisfaction with the product or service by way of support ticket or website contact form. We reserve the right to issue refunds at our sole discretion.

Our corporate address is Economic Security Planning, Inc., 8 Burrs Ln, Providence RI 02904

Getting Started is Easy
Web-based software. Works on ALL browsers. No download.
$40 Annual Household License
$299 Annual Financial Advisor License