Kristen Roe
Affiliations
Professional Details
Kristen Roe has professionally worked in the retirement space for over a decade. Ranging from Alzheimer’s and Dementia care, to skilled nursing, to personal training and now insurance. Her understanding of unique retirement needs have helped her provide the most comfortable and educating experience for her clients. She began Golden Year Solutions in April of 2021 after recognizing a need for a local advocate in rural Nevada. Her licensing and certifications make it possible for her to help you from start to finish in your retirement planning journey. She is a licensed insurance broker in life and health, and uses her contracts with multiple carriers to work for you, and achieve the best coverage for your individual needs. Kristen is also certified as a registered Social Security analyst which allows her the ability to analyze your social security benefits through a myriad of scenarios, ultimately empowering you to make the most educated decision possible. Kristen is a licensed broker in Oregon, Washington, Idaho, Nevada, Utah and California.
Areas of Expertise
- Financial Professional
- Insurance Agent
- Medicare Advisor
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.
