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 McKay
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.
My passion and commitment to the reverse mortgage industry has grown over the years with the positive impact I have observed being made on the lives of my customers and their families. My goal is to bring my experience, knowledge, and energy to help make finding a sustainable solution, and put it in place, as easily as possible.
I have over 27 years of experience in the Real Estate Mortgage Lending industry, and I have assisted customers with forward mortgages, reverse mortgages, and commercial loans. While my experience in the lending industry is well-rounded, my passion is assisting senior customers. I try to be a good listener so I can fully understand the financial needs of the customer. Having recently received my accreditation as a Registered Social Security Advisor (RSSA), I can also give more in-depth assistance with my customer’s long-term financial needs.
I truly get the most satisfaction from helping homeowners improve their senior years through prudent, flexible, and liquid access to what is often their largest asset, their home equity.