As a Registered Social Security Analyst® with specialized training in Social Security regulations, encompassing various claiming strategies for diverse situations. Having completed a comprehensive course and a proctored exam, I bring a wealth of knowledge to help you navigate the complexities of Social Security planning.
- Determining the optimal time to claim Social Security benefits can be challenging. As a Registered Social Security Analyst®, I am here to guide you through potential pitfalls, addressing questions you might not even know to ask. I am dedicated to balancing your Social Security choices with your overall retirement planning to ensure peace of mind.
I am a seasoned and licensed financial professional with five years of expertise, I am committed to empowering individuals and families with comprehensive financial planning solutions tailored to their unique needs. I take immense pride in promoting financial literacy and guiding numerous families on their journey to becoming financially literate. My mission is to convey knowledge that empowers individuals to make informed decisions about their financial future.
Let’s set up a one-on-one consultation. During our meeting, I will provide you with a comprehensive analysis and advice tailored to your unique financial situation. Engaging my services may unlock thousands or even tens of thousands of dollars in additional lifetime benefits for you.
Most People Leave Money on the Table
Very few people get all the Social Security they deserve.
The average household is losing $111,000 in potential income.
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.