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.
-Jason Milz
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.
Having spent the last 25 years of my career as the owner of a Medicare insurance agency, I have made it my mission to help individuals and families that are nearing retirement obtain the benefits they have spent their entire working lives paying for via taxes. The US government has made Social Security and Medicare extremely complicated and in light of this fact, many individuals enter retirement without a clear understanding of the options available to them. This lack of understanding can cost hundreds of thousands of dollars in medical expenses and lost income over a lifetime with just one wrong decision.
My goal since the beginning has always been the same; use the latest technology to deliver high quality, easy to understand solutions that help my clients maximize their benefits as they enter retirement. That task hasn’t always been easy however, the personalized, client-first approach has earned me the trust of over 3000 satisfied clients and counting throughout the last 25 years. If you’re confused, have a special circumstance or simply want to know you are making the right decisions, let us provide you with a Social Security and Medicare Optimization Roadmap so you can spend more time enjoying your retirement.
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