Services
Customized Analysis for Your Social Security
Use this link to create a profile and either enter your data or complete the RSSA® Client Form and return by email (Just ask me to email it to you) Then lets set an appointment to go over the results that is convenient for you.
Discover Your Optimal Social Security Claiming Options Today
After completing the Customer Profile Form in the Customer Portal, I will run the analysis and give you up to 4 options including the maximum amount available and other ages to consider. I will walk you through those options pointing out nuances in the Social Security decision that could effect when you claim. This analysis is most effective after the age of 55 up until 70, especially if you have not claimed Social Security yet.
All in costs with no additional fees:
$200 - Single
$250- Currently Single but previously Married 10+ Years
$500- married or family including spousal or child support due to death of spouse or parent.
You will receive the comprehensive report to refer back to at any time. This also includes up to an hour of phone/email time as questions arise. I am happy to update the report when there are any family changes such as widowed or divorced that effect you for $100.
All in costs with no additional fees:
$200 - Single
$250- Currently Single but previously Married 10+ Years
$500- married or family including spousal or child support due to death of spouse or parent.
You will receive the comprehensive report to refer back to at any time. This also includes up to an hour of phone/email time as questions arise. I am happy to update the report when there are any family changes such as widowed or divorced that effect you for $100.
Did you know that 96% of American’s don’t maximize their Social Security benefits? In fact, it is estimated that the average American household will lose out on $111,000 in Social Security because of sub-optimal claiming decisions.
Don’t miss out on money you are entitled to after paying into the Social Security system your entire working life. Social Security is more complicated than most people realize. There are more than 2,700 Social Security rules. And everyone’s situation is unique. Some people are single, and others are married, divorced, widowed, self-employed, still working, have a disability, have a pension, or are first-generation Americans. There is no one right answer for everyone. Making the right Social Security claiming decision is critical and requires a professional advocate.
How I Help Maximize Your Social Security
Learn how I can, as a Registered Social Security Analyst®, guide you through the process of analyzing your Social Security options and provides you with a comprehensive report tailored to your unique situation. With my expertise and the use of sophisticated Social Security optimization software, you can make informed decisions that maximize your benefits.
Step-by-Step Analysis of Social Security Options
Comprehensive Report for Informed Decision Making
Update Your Social Security Plan as Needed
Get Your Social Security Analysis
Discover the best Social Security claiming strategy for you and your family.