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.
-Andrea Burdette
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.
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.