Kim Falbo RSSA™ NSSA™ LUTCF™
President
Retirepro
2364 Sunset Pt Rd
Clearwater, FL 33765, US
Affiliations
Professional Details
Kimberly Falbo has received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, Kimberly has passed a proctored exam in order to earn the RSSA certificate. Determining when to claim your Social Security benefits can be challenging. Kimberly will help you navigate these pitfalls and answer questions you don’t know to ask. Kimberly will balance your Social Security choices with your overall retirement planning. Speak with Kimberly Falbo — a trained advisor — for a consultation. If you decide to engage Kimberly Falbo, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.
Areas of Expertise
- Financial Education
- Financial Planning
- Insurance Planning
- Investment Management
- Long-Term Care Planning
- Medicare Planning
- Pension & Public Employee Benefits
- Retirement Income Planning
- Social Security Planning
- Tax Planning
- Wealth Management
Credentials
- Certification in Long-Term Care (CLTC)
- Investment Adviser Representative (IAR)
- Life & Health Insurance License
- Life Underwriter Training Council Fellow (LUTCF)
- Securities Registrations (Series 6/7/24/63/65/66/etc.)
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’re entitled to.
$111,000 Average 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.
Electronic mail sent over the internet is not secure and could be intercepted by a third party. For your protection, avoid sending confidential identifying information, such as account and social security numbers. Further, do not send time-sensitive, action-oriented messages, such as transaction orders, fund transfer instructions, or check stop payments, as it is our policy not to accept such items electronically. All e-mail sent to or from this address will be received or otherwise recorded by the RetirePro Wealth's corporate e-mail system and is subject to archival, monitoring or review by, and/or disclosure to, someone other than the recipient as permitted and required by the Securities and Exchange Commission. Please contact RetirePro Wealth if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Additionally, if you change your address or fail to receive account statements from your account custodian, please contact our office.