Cassandra Barry
Arrowroot Family Office
1101 Investment Blvd Ste 170
El Dorado Hills, CA 95762, US
Professional Details
As a Managing Director at Arrowroot Family Office, Cassandra specializes in guiding individuals and families through the complexities of the retirement transition. With a focus on holistic wealth management, she provides expert advice in retirement income planning, Social Security optimization, and Medicare navigation.
Cassandra is dedicated to ensuring her clients not only preserve their wealth but also maximize their lifetime benefits. Her approach integrates health care cost forecasting with strategic income distribution to create sustainable, long-term financial security. Passionate about education and client advocacy, she helps simplify the often-confusing rules surrounding federal benefits to ensure a confident and well-prepared
Areas of Expertise
- Compliance Specialist
- Financial Education Specialist
- Financial Professional
- Insurance Agent
- Investment Advisor
- Medicare Advisor
- Retirement Specialist
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’re entitled to.
$111,000 Average 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.
