Andrea Burdette
Professional Profile
When envisioning your retirement, understanding your financial needs and income sources becomes paramount. Social Security benefits typically serve as a cornerstone of retirement income for many Americans, yet navigating when to begin receiving these benefits can be daunting. This decision hinges on various factors unique to your circumstances and financial objectives, both immediate and long-term.
As you approach retirement, doubts and questions about your financial plan may surface with increasing frequency. With over 25 years of expertise in insurance and financial services, Andrea specializes in providing comprehensive evaluations tailored to your specific needs. Her personalized approach includes a detailed 21-page analysis of your Social Security benefits, guidance on selecting the most suitable Medicare options, and strategies to safeguard your portfolio against longevity risk.
To dispel any uncertainties surrounding your retirement strategy or to stay abreast of the latest Social Security and Medicare updates for 2024, I invite you to reach out by completing the “contact me” form. Together, we can schedule a meeting or phone call to explore how Andrea’s expertise can help fortify your retirement plan for the years ahead.
Areas of Expertise
- Financial Education Specialist
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.
