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.
-Edgardo Velez
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.
Eddie Velez is the Founder and CEO of YourCareRep LLC, a fiduciary insurance agency specializing in educating clients on Medicare and retirement. He is also a veterans’ specialist, understanding the intricacies of the unique needs of veterans with TriCARE For Life, dependents on CHAMPVA, and those who only have VA healthcare benefits. Eddie is a former combat Marine veteran and the Chaplain of the Marine Corps League in St Petersburg, Florida.
Eddie is also a Registered Social Security Analyst® (RSSA) and has received training in Social Security regulations, including claiming strategies for different situations and how to lower your taxes in retirement, to minimize longevity risk, and has earned the RSSA credential.
Determining when to claim your Social Security benefits can be challenging. Eddie will help you navigate these pitfalls and answer questions you don’t know to ask. He will balance your Social Security choices with your overall retirement planning, so you also have peace of mind. And if you are a veteran earning disability compensation or a retirement pension, how it affects your Social Security retirement benefit.
Speak with Eddie — a trained expert — for a FREE consultation. If you decide to engage with him, you’ll receive a comprehensive personalized analysis and advice, for you to consider or share with your financial planner, that may provide you with tens of thousands of dollars more in lifetime benefits and show you how you may lower your taxation risk in retirement.