Jeff White

Active

3409 Via Loro
San Clemente, CA 92672, US

949-289-2542

Average Rating: 5 stars (based on 1 rating)

Professional Profile

Jeff White has received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, Jeff has passed a proctored exam in order to earn the RSSA certificate. Determining when to claim your Social Security benefits can be challenging. Jeff will help you navigate these pitfalls and answer questions you don’t know to ask. Jeff will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind. Speak with Jeff White — a trained advisor — for a consultation. If you decide to engage Jeff White, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.

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    Real Stories from Real People

    Most People Leave Money on the Table

    96%

    Don't Optimize

    Very few people get all the Social Security they deserve.

    $111,000

    Is Lost

    The average household is losing $111,000 in potential income.

    1 Chance

    To Claim

    Social Security gives you one chance to get it right – forever.

    Maximize Your Benefits

    Discover important information for your situation.

    My wife and I are so glad we found Jeff! We were about to collect our SS benefits far too early. Jeff was very knowledgable and generated a comprehensive report that showed how much more money we would receive if we just did a few things differently. Highly recommend Jeff and his team!

    Donald Murray