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.
-Julie Crittenden
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.
WHY WORK WITH JULIE?
Julie Crittenden is an RSSA (Registered Social Security Analyst®) that has received formal training in Social Security regulations, including claiming strategies for different situations.
With over 2,700+ rules and nuances, determining when to claim your Social Security benefits can be challenging. Julie will help you navigate these pitfalls and answer questions you don’t know to ask. She will help you balance your Social Security choices with your overall retirement planning, so that you also have peace of mind…It’s not always about just maximizing your benefits either, it’s also about optimizing your benefits to receive the most after-tax income.
Speak with Julie Crittenden — a trained expert — for a consultation. If you decide to work with Julie, you’ll receive a comprehensive personalized analysis and advice that may provide you with tens to hundreds of thousands in lifetime benefits.
Julie is a great resource to help you and your financial planner with the following:
– Identify the best strategy to optimize social security benefits.
– Identify ways to bridge the gap between ages 62 and 70 where your social security benefits may be increased by up to 77%.
– Strategize on how to tap into your home equity for tax-free income.
– Show you how to statistically increase your odds of your retirement nest egg outliving you.
– Show you how to increase your legacy wealth left to your loved ones.
Julie is also a licensed mortgage loan originator who specializes in reverse mortgages. She is licensed in AZ(#1002460), CA(NMLS#1816130 DRE#01801629), CO (#100521067), FL(#LO 69038), MS(#1816130), OK(MLO31907), TN(#1816130), and WA (#MLO-1816130).