Lindy Bell
Lindy Ai Bell Advisors
215 N Marengo Ave
Pasadena, CA 91101, US
Professional Profile
Lindy is a Registered Social Security Analyst and College Funding Specialist specifically in the area of Social Security Benefits analysis and college planning. She has established a good working relationship with many top advisors and organizations. Over the course of her career as a registered social security analyst, college funding specialist, insurance agents, and register reprehensive, she has helped many families to maximize their retirement benefits. In the meantime, she delivered the most practical and easy to implement strategies that has saved thousands of families from paying high tuition costs and maximize on their children’s’ financial aid qualification. In addition, she holds an MBA in the area of finance, in which it gives her an edge in understanding the financial concepts apart from her peers. Being a mother of two beautiful teenage daughters suggests her caring quality someone who listens and delivers.
Areas of Expertise
- Investment Advisor
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.
Working with Lindy has been an incredible experience. She is not just a Social Security professional; she genuinely cares about her clients and their unique situations. Her expertise helped me understand how to optimize my benefits and navigate the complexities of Social Security based on my marital status. Lindy took the time to answer all my questions, providing clear insights that made the process much easier to understand. I truly appreciate her compassionate approach and dedication, which sets her apart from others. I feel confident that with her guidance, my family and I can make informed decisions about our benefits.
Great report.
I had the pleasure of working with Lindy Bell as my financial advisor, and I couldn’t be more impressed. She is incredibly knowledgeable and has a deep understanding of financial planning and investment strategies. What I appreciated most was how easy it was to communicate with her—she takes the time to listen and explains things clearly, ensuring I fully understood my options.
Lindy was also exceptionally responsive, always addressing my questions and requests quickly and efficiently. Her professionalism and attention to detail made the entire process stress-free. I highly recommend Lindy to anyone looking for expert financial advice. She truly knows what she’s doing and goes above and beyond to help her clients succeed.