Austin Adams, RSSA®, CRC®
Financial Advisor
LPL Financial
7500 E Pinnacle Peak Rd Ste A-104
Scottsdale, AZ 85255, US
Professional Profile
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I make it my mission to help my clients make more financially beneficial decisions.
One of the most important decisions to be made is when to take Social Security. This can become surprisingly difficult, with many different facets of information and education that tend to muddle the resulting decision.
As a Certified Retirement Counselor® and Registered Social Security Analyst®, I have worked with many of my clients in helping to simplify this decision. By evaluating the current financial plan, paired with the in-depth analysis of Social Security benefits, I am able to present the most optimal filing decision based on longevity, health, and current financial condition.
I am fortunate to have a deep familiarity with Arizona’s various pension systems, as well as information regarding any state pension that does not pay into Social Security.
If you have questions regarding how your Social Security will be affected because of your non-covered pension, or any general filing decision inquiries, please feel free to schedule a meeting or fill out the contact sheet.
Areas of Expertise
- Financial Education Specialist
- Financial Professional
- Investment Advisor
- Medicare Advisor
- Private Client Advisor
- Retirement Specialist
- Wealth Manager
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.
