Optimize your benefits with advice.
The average household loses over $110,000 in potential income by making the wrong Social Security claiming decisions.1 I can help you evaluate your options and better understand the benefits available to you.
-Brittany Kohnke
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.
With so many rules, possibilities, and only one chance to get it “right”, the land of Social Security can be downright confusing. As a Registered Social Security Analyst®, my team and I are dedicated to helping families sift through all the information and make decisions to optimize their claiming strategy. Like anything in this world, Social Security does not exist in a bubble. We are very intentional about taking a holistic, strategic approach when looking at Social Security and its impact on other asset-related factors.
As a Registered Investment Advisor, I pride myself on educating and guiding clients through some of the most important decisions in their lives. Whether it is portfolio management, tax strategy, or estate planning, my fiduciary duty is to my clients and their legacy.
When I’m not serving others, I enjoy spending time with my boyfriend Frank and our two pups Ember and Freya, a German Shepard mix and German Shorthair Pointer. We enjoy hiking all over the Valley, spending time up in the mountains of Greer, Arizona, and volunteering in various organizations throughout North Phoenix.
Whether it’s a clarifying question or a complete analysis of your situation, please reach out so I can help!
