KRISTA BARTLETT
CEO & President
KMB Consulting Service
50 Beverly Cir
Englewood, FL 34223, US
Professional Details
With a professional background in Human Resources and a passion for helping individuals build secure financial futures, Krista Bartlett transitioned into the financial services industry to focus on education-based retirement planning and long-term financial wellness. Her experience in HR provided firsthand insight into the challenges employees face when navigating workplace benefits, retirement options, and major financial decisions.
Today, Krista is a licensed financial professional who works with individuals and families to help simplify retirement planning and create personalized strategies designed to support their long-term goals. As an RSSA Certified Retirement Analyst®, she specializes in helping clients better understand retirement income planning, Social Security timing strategies, and overall retirement readiness.
Krista is committed to providing clear, educational guidance with a client-focused approach that emphasizes confidence, preparation, and financial independence.
Areas of Expertise
- Financial Professional
- Insurance Agent
- Private Client Advisor
- Retirement Specialist
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.
