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.
-Keith Hurst
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.
I have 30+ years experience as an actuary in the insurance industry. I started selling life/health insurance in 2011 and since then have sold a variety of products. I especially enjoy helping seniors who are overwhelmed by the Medicare decisions they need to make at retirement. I've also helped numerous families find affordable health care with Obamacare including recent immigrants who believed they were not eligible for coverage.
I am a Registered Social Security Analyst®, and can provide a customized analysis to help you optimize your social security benefits.
As a parent of a child with special needs, I have obtained the Chartered Special Needs Consultant, ChSNC® designation and would love to help other parents of special needs children figure out a strategy for making sure their child is cared for in the future. It is very important to be aware of the roles that Social Security, Medicare and Medicaid play in planning for a child with special needs.
For most of my life I’ve lived in Pennsylvania (Lancaster area, Philadelphia area, and the Lehigh Valley), but I currently reside in Waxhaw, NC with my wife of 20+ years and four children and am active at Graceway Baptist Church in Weddington, NC.
During the COVID-19 crisis, I picked up a new hobby of cooking BBQ, homemade pizza and more on my Kamado Joe. I am also a weather enthusiast, and have my own weather station in the Millbridge community of Waxhaw, NC.
My Designations: