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.
-Austin Adams
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 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.