Katie Pfisterer
Pfisterer Retirement & Insurance
Pfisterer Retirement & Insurance
256 S Springside Dr
Round Lake, IL 60073, US
Affiliations
Professional Profile
With over 15 years of educational experience I am passionate about educating others about preparing for retirement. As a licensed life and health insurance agent since 2019, I became a broker that worked with Medicare products (supplements, prescription drug plans, advantage plans, and ancillaries) so that I could best meet the individual needs of each person. Our services are at no cost and meet with individuals yearly to make sure we are looking out for their best options since Medicare changes as well as their personal needs/health change from year-to-year. As I saw a growing need for help with Social Security, I made the decision to go through the Registered Social Security Analyst program and become one myself so that I could better prepare clients for their future outcomes in both the financial and health fields.
My husband and I have a small business out of Illinois that offers assistance and advise from signing up for Medicare and Social Security (including the timing) as well as under 65 health insurance, life insurance, long term care, short term care, and retirement options in multiple states. Please feel free to reach out with any questions or to set up a time to chat.
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.
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.
