Optimize your benefits with advice.

Get the Social Security Benefits You Deserve.

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 Perry

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Get Your RSSA Social Security Roadmap

Your Situation is Unique

Don’t lose out on hundreds of thousands of dollars in lifetime benefits by making the wrong decision.

Married

You may be able to collect up to one-half of your spouse’s benefits.

Disabled

You may qualify for Social Security Disability Insurance benefits.

Self-employed

You may decrease your payroll taxes and still receive maximum benefits.

Divorced

You may qualify to receive Social Security benefits from your ex-spouse.

Widowed

You may qualify to receive survivor benefits that are greater than your own.

Immigrant

If you are a lawful permanent resident, you may qualify for Social Security.

Get the Most Out of Your Social Security Benefits

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:

  • When is the best time to claim?
  • Can I get benefits from my ex?
  • What should I do if I'm self-employed?
  • Can my children get benefits?
  • What about dependents with disabilities
  • How will my pension impact my benefits?
  • And so much more...

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.

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About David Perry

PROFESSIONAL EXPERIENCE: Friedman & Huey Associates, LLP, Homewood, IL 1990 - Present Partner North Suburban Office Managing Partner 2005-current Client Practice including Taxation and Financial Planning, Recruiting, Human Resources, Internship Program (25/year) Alstschuler Melvoin & Glasser (now RSM McGladrey) Chicago, IL 1986 - 1990 Director of Personal Financial Planning Services Arthur Young & Company (now Ernst & Young) Chicago, IL 1976 - 1986 Tax Staff and Manager, 1978 – 1986 Audit Staff, 1976 - 1978 MEMBERSHIPS AND AFFILIATIONS: American Institute of Certified Public Accountants (AICPA) Illinois Institute of Certified Public Accountants (ICPA) Chicago Estate Planning Counsel American Institute of Certified Public Accountants Personal Financial Planning Division State of Illinois Insurance Lines (Health, Disability, Life) Speaker at various Midwestern Universities Author of course on Personal Financial Planning for ICPA Instructor ICPA American Institute of Certified Public Accountants (AICPA) Personal Financial Specialist National Association of Social Security Analysts (NARSSA) Registered Social Security Analyst EDUCATION AND LICENSES: DePaul University, Chicago, IL Master of Science, Taxation 1982 DePaul University, Chicago, IL Master of Accountancy 1982 Diploma Received, Courses Not Taken Certified Public Accountant-Illinois 1976 University of Illinois-Chicago Chicago, IL Bachelor of Science, Psychology 1975 Edmund James Scholar Phi Kappa Phi