Professional Details
As a Registered Social Security Analyst (RSSA), I bring specialized training and exam certification, equipping me to navigate a wide range of complex claiming strategies—including spousal, ex-spousal, child-in-care, and survivor benefits.
After an initial consultation to understand your unique situation and concerns, you will receive a comprehensive Social Security income analysis report. This report offers clear, actionable information to help you determine the optimal time to claim your benefits, all within the context of your specific needs and objectives. My approach factors in critical variables such as continued employment, spousal and dependent benefits, various life expectancy scenarios, and other personal considerations to provide you with a truly individualized strategy.
I do not provide, sell, or recommend any financial products or services outside of Social Security guidance. If you already partner with a financial advisor, this analysis will serve as a valuable resource to help them craft your broader retirement strategy.
If you would like a personalized Social Security income analysis or have questions about your options, please reach out to schedule a consultation. I am here to help you navigate your Social Security decisions with confidence, offering clear guidance and ongoing support every step of the way.
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.
I recently received a Social Security analysis from Michael and was very impressed with the thoroughness and clarity of the report. He explained the options in a way that was easy to understand and gave me confidence in making one of the most important decisions for retirement. I truly appreciate the level of detail and professionalism Michael provided, and I highly recommend his services to anyone wanting accurate, reliable guidance on their Social Security choices.