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.
-Glen Witchey
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.
Glen Witchey, CSA, RSSA*
Life and Annuity Auxiliary Manager with Advocate Financial Life & Health Brokerage
In 1991 Glen worked with Subway in their franchise system, helping business owners in the areas of organizing store construction, food ordering, opening start-ups and ongoing operational training. He continued in this field for 28 years with Indiana and Ohio being his primary territory.
Glen transitioned into the Insurance industry in 2015 and became part of the Advocate Financial leadership in 2021 as a sales manager.
Glen also maintains a book of business wh a focus on helping clients in selecting a Medicare health plan that best meets their needs as well as individual health policies, funeral trust plans, life insurance and annuities. He takes pride in establishing long-term relationships with his clients and looks forward to helping many more individuals in the years to come.
Outside of work, Glen loves to play pickleball, spending time with his 4 children and playing cards with his wife, Jeri. Glen is also very active in this church and recently joined the ranks of the Knights of Columbus. He and his wife also enjoy traveling and music.
*CSA – Certified Senior Advisor
RSSA – Registered Social Security Analyist