Chuck Carey
Professional Profile
Chuck Carey is passionate and enthusiastic about educating all workers on their Social Security choices. Examining and choosing YOUR very best individual Social Security income election strategy is the first step to a secure retirement plan.
If you are searching for detailed and unbiased Social Security and retirement information and analyses and feel that you just don’t know where to turn – please reach out to him for a consultation.
Chuck has enjoyed a diverse and successful career as an entrepreneur and a financial professional. He was one of the founders of REUNIONS, A Class Organization, Inc., America’s first reunion planning firm. He has passed the CPA and CFP exams, and earned an MBA from the Northwestern Kellogg School of Management. Chuck is also a Registered Social Security Analyst (RSSA).
Chuck is a financial planner with FSR Wealth Strategies in Elmhurst, IL. FSR is a retirement planning firm that provides a 3-dimensional approach to the process: income, asset allocation, and taxes. Chuck thoroughly enjoys the detailed, problem solving aspect of Social Security income planning, and especially the ability to help retirees create a secure financial retirement plan.
Areas of Expertise
- Tax Professional
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 deserve.
$111,000
Is 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.
