Travis Hale
Marketing Director
World Financial Group
9449 Balboa Ave Ste 114
San Diego, CA 92123, US
Professional Details
“Don’t Leave Your Social Security to Chance. Optimize Your Lifetime Benefits with Math-Based Strategies.
“Most retirees lose over $100,000 in benefits due to simple filing errors. As a Registered Social Security Analyst (RSSA®) in San Diego, I help you bridge the ‘Red Zone’ gap between 401(k) savings and guaranteed, tax-efficient income.”
I don’t just teach finance; I simplify the systems that feel designed to confuse you. From the Balboa Ave office to our community workshops at local libraries and community centers across the western United States, my mission is to move you from ‘Retirement Anxiety’ to ‘Legacy Clarity’ using the exact same RSSA tools the professionals use.
Areas of Expertise
- Insurance Agent
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’re entitled to.
$111,000 Average 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.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
