Kevin Lee

Pending CE Completion

32145 Alvarado-Niles Rd Ste 201
Union City, CA 94587, US


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Professional Profile

Kevin Lee has received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, Kevin has passed a proctored exam in order to earn the RSSA certificate. Determining when to claim your Social Security benefits can be challenging. Kevin will help you navigate these pitfalls and answer questions you don’t know to ask. Kevin will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind. Speak with Kevin Lee — a trained advisor — for a consultation. If you decide to engage Kevin Lee, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.

Real Stories from Real People

Most People Leave Money on the Table


Don't Optimize

Very few people get all the Social Security they deserve.


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.