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.
-Elizabeth Henderson
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.
Elizabeth has focused on Financial Strategies for over 20 years. This is one way that she sets herself apart. As we age and start to consider retirement, it is confusing and overwhelming. Her company eases the process so that you can save tens to hundreds of thousands of dollars during retirement, while also maintaining your financial goals. As a Registered Social Security Analyst she will help you to do that by developing a strategy as to timing of asset divestiture and when to request Social Security. “Fun” fact: Social Security may be taxed by the Federal government, and in some cases, by your state. Elizabeth would love to partner with you to help you make the decisions that are the best for your circumstances!