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 Moon
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 is a Registered Social Security Analyst and a Certified Financial Fiduciary. He earned a Certificate for Financial Planning from Boston University in 2007 and has over 24 years of financial industry experience, he has previously worked with institutions such as AIG, Edward Jones, BrokersXpress, ISC Group, SCF Investment Advisors Inc and Crown Capital Securities.
He was privileged to ring the closing bell at the NASDAQ stock exchange in 2013 due to being nominated for the Community Service award by the ‘Invest in Others’ foundation. Additionally, Brian has been the recipient of many industry awards. Brian was interviewed by magazine, ‘Think Advisor’ about his status as a Registered Social Security Analyst. Brian carries the series 7, 66, 63, and 24 securities registrations. Brian hosts the ‘Toro Bravo Retirement Income show’ that plays at NewsTalk AM 940 on Saturday and Sunday morning at 8-9 am. With his co-host they talk about Social Security, Finance, local interest topics in addition to compeling interviews. Brian has also been involved in philanthropy and civic activities with the Hale Center Emergency Medical Services (EMS) and in prison ministry
at Formby prison.
Brian previously fundraised and successfully applied for grants on behalf of the Hale Center EMS raising more than $220,000 and sat on its board of directors. (He concluded his board chair in 2013)