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.
-Christian West
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.
Hello, I am a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Social Security Analyst. I collaborate with clients in crafting and executing tailored wealth plans to assist in attaining their unique short and long-term financial goals. Leveraging expertise in real estate analysis, Social Security optimization, income planning, and portfolio management, I’m dedicated to guiding you toward your financial aspirations. Adhering to the philosophy that collaboration fosters longevity: "If you want to go fast, go alone. If you want to go far, go together.” I look forward to working with you!