Lisette Mandwee Ndzie
After an extensive international experience in the corporate world, I embarked into an entrepreneurial journey since 2012. My passion for financial education and financial peace inspired me to become a financial professional. I help Corporate Executives, Business Owners and Female professionals optimize their retirement finances. My holistic view of retirement inspired me to get the appropriate credentials (Group 1, Series 6, Series 63, Series 65, RSSA certification) in order to help my clients with taxable and non taxable retirement, Investments and Social Security election decisions. Furthermore, to address all the needs of the retiree, I found it was imperative to partner with highly experienced legacy planning, medical/ health insurance, real estate/mortgage and long-term care experts.
In the Social Security arena, I provide retirees with proper education on this topic. Not only that, I also provide retirees with accurate, individual, detailed advice on financial decisions that will affect them for the rest of their lives. For instance, I help them know when and how to claim their Social Security benefits because figuring out the optimal claiming strategy results in retirees collecting the most Social Security income annually and over their lifetime. I also help couples secure the highest survivor benefit.
Most People Leave Money on the Table
Very few people get all the Social Security they deserve.
The average household is losing $111,000 in potential income.
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
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.
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.
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.
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.
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.
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.