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.
-Jack Barnum
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.
My name is Jack Barnum and I have been a licensed health and life agent for over 20 years. I enjoy working with RSSA to provide people with what there options are to claim the highest Social Security amount for what their needs are. This is to maximize ones ability to retire early and have the money needed to live the life they hoped for deep into retirement. I also handle handle Medicare so I make the transition into Medicare seamless for clients as they age in.
I take pride in understanding my clients needs and concerns and then formulating a roadmap to show options that are best suited for them. Reach out now so I can see how I can possibly help you out or answer the questions you need.