Jonathan Funk
The Funk Agency
174 1st St NE #1006
Cleveland, TN 37311, US
Affiliations
Professional Details
Jonathan Funk is the Owner and Principal Broker of The Funk Agency, where he specializes in retirement planning, Medicare, and Social Security strategy. With over two decades of experience in the financial and insurance industry, Jonathan focuses on helping individuals and couples make informed decisions around some of the most important aspects of retirement, including when to take Social Security, how to coordinate income, understand their Medicare options, and protect what they have worked hard to build. Jonathan is a Registered Financial Consultant (RFC®) and a Registered Social Security Analyst (RSSA®), and is licensed in multiple states to offer insurance and Medicare related products. Jonathan earned his Bachelor’s degree from Pensacola Christian College in 2003 and has dedicated his professional career to serving individuals and families in the retirement planning space. Jonathan resides in Tennessee with his wife, Christina, and their son, Jack, and works with clients across the country.
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.
Jonathan provided exceptional service. His in depth review of the social security analysis really opened our eyes to many considerations for maximizing our benefits. As we were already customers of the Funk Agency before this analysis, Jon was very thoughtful in bringing in all of the aspects of our retirement planning so we can have a full picture from which to base our decisions. Highly recommend!
Jonathan gave us insights and provided information that clarified our next steps and ensured we were unlocking our entitled benefits—-his analysis and advice is worth tens of thousands of dollars to us in the future. It was time well spent with a thoughtful professional!