Lourdes Paquiz, RSSA
WFG Licensed Financial Professional
World System Builder (New Richmond Financial Solutions)
3 Sugar Creek Ctr Blvd Ste 100
Sugar Land, TX 77478, US
Professional Details
As a Financial Professional on a mission of empowering individuals, families and business owners through our National Financial Literacy campaign utilizing our financial education and services platform; also as a Registered Social Security Analyst ( RSSA ), it will be a great privilege and pleasure for me to be of service to you as we work hand in hand to address your financial needs & goals utilizing valuable options for your retirement future – one of which is incorporating by addressing your own Social Security benefits, issues and concerns. Social Security benefits claiming strategies need to be addressed with your personal savings, work retirement plan/s and future taxation; just like every American who deserves being properly equipped in optimizing their retirement income thus living the lifestyle they planned and worked hard for. I am here to be of assistance to you, feel free to enter your contact information and I will be contacting you shortly.
Areas of Expertise
- Financial Professional
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’re entitled to.
$111,000 Average 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.
