Lori Davis, EA, RSSA

Tax Director

Active

Tax Defense Ohio
190 S State St Ste D
Westerville, OH 43081, US

740-819-7111

Average Rating: 0 stars (based on ratings)

Affiliations

Professional Profile

Lori Davis is an RSSA and has received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, Lori Davis has passed a proctored exam in order to earn the RSSA credential. Determining when to claim your Social Security benefits can be challenging. Lori Davis, Registered Social Security Analyst® will help you navigate these pitfalls and answer questions you don’t know to ask. Lori Davis, RSSA will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind. Speak with Lori Davis — a trained expert — for a consultation. If you decide to engage Lori Davis, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.

    Contact Me

    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.