Brian Barto, EA, RSSA, Licensed Insurance Agent, MLO
Brian Barto is the founder and owner of our specialty insurance agency that focuses on medicare insurance. He has been working as a medicare specialist 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 4 Liberty Tax locations: Winchester, VA, Strasburg, 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.
- Mortgage Loan Officer (MLO) with Rocket Pro Mortgage licensed in WV
Most People Leave Money on the Table
Very few people get all the Social Security they deserve.
The average household is losing $111,000 in potential income.
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
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.
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.
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.
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.
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.
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.