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.
-Katie Pfisterer
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.
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.