Optimize your benefits with advice.
The average household loses over $110,000 in potential income by making the wrong Social Security claiming decisions. I can help you get the money you earned and are entitled to.
-Gregory Page-Romer
Don’t lose out on hundreds of thousands of dollars in lifetime benefits by making the wrong decision.
You may be able to collect up to one-half of your spouse’s benefits.
You may qualify for Social Security Disability Insurance benefits.
You may decrease your payroll taxes and still receive maximum benefits.
You may qualify to receive Social Security benefits from your ex-spouse.
You may qualify to receive survivor benefits that are greater than your own.
If you are a lawful permanent resident, you may qualify for Social Security.
With hundreds (and sometimes thousands) of filing options, getting the most from Social Security can be a complex decision. As a Registered Social Security Analyst, I can help you answer common retirement questions like:
At the completion of your analysis, you will be provided with a comprehensive planning report outlining your benefit considerations in a way you can easily understand; with instructions for when and how to file, calculations, definitions, and much more.
I'm Gregory Page-Romer, BFA™, RSSA® and I'm an Investment Advisor Representative and founder of Open Vistas Financial Solutions. I understand the importance of building and protecting your wealth to create peace of mind for you and your family. My aim is to enable your dreams by being a trusted, knowledgeable, skilled, and encouraging guide for each of my clients.
What sets me apart? First, I'm a Behavioral Financial Advisor, so I work with you to align your values, goals and behaviors. I'm firmly committed to giving each of my clients the time and attention it takes to create and refine the best strategies to meet their personal and financial goals. I pride myself on my ability to solve problems and create breakthroughs, even in the face of challenges and obstacles. I'm not a giver-upper. I also specialize in working with seniors - I'm a Registered Social Security Analyst, so I can help you determine the optimal time for when you should file for benefits for your unique family situation. I'm also an independent Medicare insurance representative who can find the right plans for seniors, based upon their needs and budget.
Before joining Open Vistas Financial Solutions, I worked in the financial services industry for many years. I have extensive investment experience in futures, stocks, mutual funds, ETFs, and options. I have held several senior technology positions at S&P Global, UBS, and the Federal Reserve Bank of New York. I'm also co-founder of a tech startup company, with responsibilities including securing funding. I'm on the Board of Directors of the Long Island Crisis Center in Bellmore, NY and Pride for Youth (PFY), a division of LICC. I've also held leadership roles in numerous diversity and inclusion committees and I have a strong interest in bringing the skills of mindfulness into financial planning.
I received my Bachelor of Science degree in Computer Science from Seton Hall University in 1985 and my Master of Science degree in Computer Science from Polytechnic University (now NYU/Poly) in 1988.
I reside in Long Beach, Long Island with my husband Ken. We have three adult children. In my spare time, you can find me at the gym, playing football, basketball, or beach volleyball.