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.
-David Jones
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.
Prior to joining Senior Benefit Services, Inc. David worked with hundreds of clients, from medical offices to legal practices to industrial companies, helping them navigate their company retirement plans with expertise in helping clients build 401(k) plans that balanced the changing demands of the business and regulatory environment with employee needs. During this time he held Series 7, 63 and 66, and life and health insurance licenses. A graduate of Elon University (NC) with a BS in Political Science he currently David serves as the Vice President of Senior Benefit Services, Inc.
He is a lifelong sports enthusiast with a passion for the Las Vegas Raiders and Miami Hurricanes football teams. He served as the President of FC Frederick (Frederick, MD), Locomotive FC (Hagerstown, MD) was the President and Executive Director of Liverpool FC International Academy Western Maryland, where he coached and oversaw the day to day operations of the club, reporting directly to the Liverpool FC Academy in England. He enjoys spending time with his two boys Abe and Max and lives in Hagerstown with his beautiful fiancé Tara.