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.
-Brian Barto
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.
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.