Optimize your benefits with advice.
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.
-Laurie Bodisch
Don’t lose out on hundreds of thousands of dollars in lifetime benefits by making the wrong decision.
You may be able to collect up to one-half of your spouse’s benefits.
You may qualify for Social Security Disability Insurance benefits.
You may decrease your payroll taxes and still receive maximum benefits.
You may qualify to receive Social Security benefits from your ex-spouse.
You may qualify to receive survivor benefits that are greater than your own.
If you are a lawful permanent resident, you may qualify for Social Security.
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:
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.
With over 30 years of experience in wealth management, investment strategy, trust services, and financial education, I help clients make informed, confident decisions about Social Security - especially during the most critical transition years of retirement.
As a Registered Social Security Analyst® (RSSA®), I specialize in creating personalized Social Security optimization strategies using the proprietary RSSA Roadmap® software and your actual Social Security Earnings Record. My goal is simple: to help you stop guessing and start planning with clarity.
My practice focuses on professional women, high-earning couples, and individuals facing complex situations, such as divorce, survivor benefits, or late retirement. Whether you already have a financial advisor or are navigating this on your own, my process is designed to support you with empathy, transparency, and real data.
