Kevin Walton
C2 Reverse Mortgage
226 Sandberg St
Thousand Oaks, CA 91360, US
Professional Profile
Did you know the Social Security Administration can answer questions but is not allowed to give advice? Getting answers can be frustrating, confusing and time consuming. An RSSA, or Registered Social Security Advisor through NARSSA, can serve as an advisor, get answers for you and make personalized reports giving side by side benefit comparisons for a single person, or a couple, with a break-even chart showing monthly, annual and lifetime totals for various year combinations.
When originating reverse mortgages, I constantly get social security questions when speaking to my clients and I would advise them to find a specialist but there aren’t any to be found. Now as an RSSA, I can educate my clients, referral partners on both subjects and be more of a resource to the community.
So, whether you have a question on your own social security retirement benefit, a spousal, survivor, child’s benefit or other topic such as the WEP and GPO penalties when working for a state employer, I can help. There are over 2700 rules on social security, it can be difficult to navigate and having an independent report to compare to your own data versus what’s in the social security database is an important tool to have. Feel free to contact me for a free 15 – minute consultation by emailing me or click the link below.
Kind regards,
Kevin Walton
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
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.
Married
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.
Divorced
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.
Widowed
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.
Single
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.
Self-Employed
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.
Disability
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.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
So a lot of this is math – and I wasn’t sure what more info I could get beyond that – but I was surprisingly wrong. It was a serious case of “you don’t know what you don’t know”.
Besides the math being MUCH less straightforward than I thought (especially when one adds in the spouse’s numbers), there was a LOT of additional information I got from Kevin that strongly impacted this very difficult decision (of whether to SS payments early or not). Highly recommend spending the very reasonable fee, and the generous amount of time Kevin gives, to learn more about this important topic…
Kevin was warm, friendly and SO helpful! He solved an important issue for me within 10 minutes! I highly recommend him.