RSSA / Medicare Advisor
President
I Know Medicare
28 Weems Ln
Winchester, VA 22601, US
Professional Profile
Brian Barto, EA, RSSA, Licensed Insurance Agent,
Brian Barto is the founder and owner of our specialty insurance agency that focuses on Medicare insurance. He has been working as a Medicare Advisor since 2016. He is diligent about meeting with each of his clients at least once a year to review their coverages. In 2023, Brian completed his certification and received the designation as a Registered Social Security Analyst (RSSA). Brian is passionate about continually learning more about the Medicare and Social Security. His superpower is his ability to quickly analyze a client’s situation and identify the best coverage from the vast array of insurance carrier options he has available to choose from. He is always looking for new ways to help his clients save money on health care while providing great coverage at the same time. As an RSSA, Brian helps his clients navigate the complicated Social Security system and maximize their benefits.
Brian is owner of several other local businesses.
- Franchise owner of 3 Liberty Tax locations: Winchester, VA, Martinsburg, WV, and Charles Town, WV. When you meet with Brian, you will likely be meeting at one of his Liberty Tax offices. He received is certification as an Enrolled Agent, EA, in 2017 and works with individual and small business tax clients.
- Founder and owner of On the Money Books, LLC, a bookkeeping business that helps small businesses in our area.
Areas of Expertise
- Medicare Advisor
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.
