Kevin Putman is dedicated to providing the best Social Security advice to maximize your lifetime Social Security payout. Your individual Social Security election is the first step to a secure retirement plan.
My Goal: provide the best financial advice by eliminating sales agendas, commissions, percentage fees, and the one-size-fits-all approach. Give straight talk, honest answers, and put my clients interests first. Some call it “Fee-Only, Fiduciary Advice”.
If you are searching for detailed and unbiased Social Security and retirement information and analysis and feel that you just don’t know where to turn – please reach out to me for a consultation.
Certified as a Certified Public Account (CPA), through the American Institute of Certified Public Accountants (AICPA®), Kevin is also a Registered Social Security Analyst (RSSA®) with the National Association of Registered Social Security Analyst, Ltd. He is also president of Pinnacle Financial Planning, LLC.
Kevin has always enjoyed developing client/accountant relationships with workable solutions for client’s accounting problems. That detail oriented approach to solving problems transferred well to analyzing client’s Social Security situation to maximize their benefits. He can also help with analyzing retirement cash flow models to create a financially secure retirement.
He was trained and practiced as a CPA for over 35 years in both corporate and public accounting. He thoroughly enjoys the detailed, problem solving aspect of Social Security income planning, and especially the ability to help retirees create a secure retirement financial plan.
I would love to talk with you and discuss how I can help with your transition into retirement!
Most People Leave Money on the Table
Very few people get all the Social Security they deserve.
The average household is losing $111,000 in potential income.
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
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.
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.
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.
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.
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.
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.