Mark Roberts - RSSA Professional
Agency Owner
Apex Health & Wealth
952 Pinecliff Dr
Erie, CO 80516, US
Professional Profile
Mark Roberts has received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, Mark has passed a proctored exam in order to earn the RSSA certificate. Determining when to claim your Social Security benefits can be challenging. Mark will help you navigate these pitfalls and answer questions you don’t know to ask. Mark will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind. Speak with Mark Roberts — a trained advisor — for a consultation. If you decide to engage Mark Roberts, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.
Areas of Expertise
- Medicare 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.
I don’t know what else to say besides THANK YOU. Mark was so wonderful to work with and he helped me walk through all of my options within Medicare and Social Security. I can’t even begin to think about what I would have done if he wasn’t able to help me do this. He made this process so easy, cleared up all of the confusion, and provided great knowledge throughout. He is the expert everyone should be looking for.
Mark has been a tremendous help throughout the years. His knowledge and expertise within SSA benefits, Medicare, and retirement income planning has been so beneficial. I wish all the other people we have dealt with were as professional and detailed as Mark. Not only is he great at what he does in the planning and providing great options, but he is so genuine, polite, and caring throughout the entire process. I’ll be referring him to all my friends and family as they get into this stage of life.
Mark was wonderful to work with throughout the entire process. The attention to detail and the amount of care he took with all of our information made the entire process so easy. He provided great insights and showed us multiple options. Because of all the options, we now feel so relieved as we were so unsure of how our benefit would play out. Because of the great informatoin provided by Mark, we feel very good about our options and when will be our most optimal time to file. Thank you again Mark, we highly recommend!