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.
-Dwight Rich
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.
Dwight is a Registered Social Security Analyst, Certified Financial Planner®, and Fiduciary. He earned a CFP® designation from the Certified Financial Planner Board of Standards in 2007 and has over 25 years of financial industry experience. He is the President/Owner of Rich Wealth Management, LLC and has previously worked with institutions such as Bank of America, Merrill Lynch, and PaineWebber. The focus of Dwight's practice is on retirement planning and investment management. The scope of services include: retirement planning, estate planning, insurance, education planning, liability management, tax planning, and fiduciary investment management. Dwight carries the series 7, 9,10, 63, and 66 securities registrations. He holds a BSBA in Finance from the University of Louisville.