Kevin Putman
Pinnacle Financial Planning, LLC
8437 Bell Oaks Dr Ste 540
Newburgh, IN 47630, US
Professional Profile
Kevin Putman is dedicated to providing the best Social Security advice to maximize your lifetime Social Security payout. Your individual Social Security election is the first step to a secure retirement plan.
My Goal: provide the best financial advice by eliminating sales agendas, commissions, percentage fees, and the one-size-fits-all approach. Give straight talk, honest answers, and put my clients interests first. Some call it “Fee-Only, Fiduciary Advice”.
If you are searching for detailed and unbiased Social Security and retirement information and analysis and feel that you just don’t know where to turn – please reach out to me for a consultation.
Certified as a Certified Public Account (CPA), through the American Institute of Certified Public Accountants (AICPA®), Kevin is also a Registered Social Security Analyst (RSSA®) with the National Association of Registered Social Security Analyst, Ltd. He is also president of Pinnacle Financial Planning, LLC.
Kevin has always enjoyed developing client/accountant relationships with workable solutions for client’s accounting problems. That detail oriented approach to solving problems transferred well to analyzing client’s Social Security situation to maximize their benefits. He can also help with analyzing retirement cash flow models to create a financially secure retirement.
He was trained and practiced as a CPA for over 35 years in both corporate and public accounting. He thoroughly enjoys the detailed, problem solving aspect of Social Security income planning, and especially the ability to help retirees create a secure retirement financial plan.
I would love to talk with you and discuss how I can help with your transition into retirement!
Areas of Expertise
- CPA
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
