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.
-Hellen Chen
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.
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.
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.