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.
-Jeremias Francioli
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.
Jeremy Francioli is a personal CFO/Financial Advisor with Invst a SEC registered investment advisor and holds his Securities licenses with PKS investments.. Jeremy attended the University of Wisconsin Steven Point and received his undergraduate degree in Business Administration with a minor in Spanish. In furtherance of his education, he attended Marquette University where he received his Masters Degree in Business Administration (MBA) with an emphasis in Finance. Jeremy became a Certified Investment Management Analyst (CIMA) designation through the Investment Management Consulting Association from the Wharton School of Business.
Jeremy is actively working in the financial service industry over 23 years. Jeremy holds securities licenses Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Investment Advisor Law) licenses. Jeremy is also a Registered Social Security Analyst (RSSA) and has extensive training and knowledge on social security claiming strategies.
Jeremy is also an Enrolled Agent tax professional. An enrolled agent represents taxpayers before the Internal Revenue Service (IRS), including preparing individual and business income tax returns. Enrolled agents, like Certified Public Accountants (CPAs), are generally unrestricted as to which taxpayers they can represent or what types of tax matters they can handle. In addition, Jeremy holds an Active Florida Real Estate Sales Associate License and his Life, Health and Variable Annuity Insurance License.
Jeremy has taught numerous seminars at conferences and events to financial advisors, tax professionals, investors on the topics of Private Equity, Private Debt Investments, Real Estate Investment Trusts, 1031 Exchanges and Delaware Statutory Trusts (DST), Social Security and Financial Planning.