Optimize your benefits with advice.

Get the Social Security Benefits You Deserve.

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.
-Kevin Putman

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Get Your RSSA Social Security Roadmap

Your Situation is Unique

Don’t lose out on hundreds of thousands of dollars in lifetime benefits by making the wrong decision.

Married

You may be able to collect up to one-half of your spouse’s benefits.

Disabled

You may qualify for Social Security Disability Insurance benefits.

Self-employed

You may decrease your payroll taxes and still receive maximum benefits.

Divorced

You may qualify to receive Social Security benefits from your ex-spouse.

Widowed

You may qualify to receive survivor benefits that are greater than your own.

Immigrant

If you are a lawful permanent resident, you may qualify for Social Security.

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Get the Most Out of Your Social Security Benefits

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:

  • When is the best time to claim?
  • Can I get benefits from my ex?
  • What should I do if I'm self-employed?
  • Can my children get benefits?
  • What about dependents with disabilities
  • How will my pension impact my benefits?
  • And so much more...

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.

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About Kevin Putman

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!