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 Zachary Brewer
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.
Zack Brewer, CFP®, RSSA® joined McBeath Financial Group in May 2023 after having built an admirable career in wealth management at a prominent and respected regional bank in Bloomington-Normal.
As a CERTIFIED FINANCIAL PLANNER™, Zack plays a crucial role in helping clients achieve their financial goals by providing personalized advice, developing comprehensive plans, and offering expertise in various areas of wealth management. This designation is not merely a title; it is a reflection of Zack's commitment to maintaining the highest professional standards and his deep knowledge in various financial planning aspects.
Zack obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2019, completing his education requirements through the College for Financial Planning. Demonstrating his dedication to continuous learning and professional development, he also achieved the designation of Registered Social Security Analyst® in 2023.
Zack is looking forward to building his career at McBeath Financial Group.