Mauricio Reyes
Professional Profile
Mauricio Reyes is a Registered Social Security Analyst (RSSA®). This means he has studied the complex laws and rules of Social Security and passed the national RSSA® Competency Exam administered by the National Association of Registered Social Security Analysts. He can guide people through the complex considerations in their claiming strategies.
Mauricio is a dedicated and experienced financial advisor with a passion for helping clients secure a confident retirement through personalized income planning. With over 30 years in the financial industry, he brings a deep understanding of the evolving economic landscape and the critical role a well-balanced, tax-efficient retirement strategy plays in long-term financial success. Mauricio specializes in guiding individuals and families through the complexities of retirement income planning, ensuring their assets are positioned for both growth and protection throughout retirement.
With our RSSA Roadmap™ Social Security optimization software, we can help individuals and couples understand how to decide when to retire, claim spousal benefits, and navigate Social Security regulations to maximize their benefits.
Schedule a complimentary 15-minute consultation to discuss your unique situation and goals. If you’re interested, I’ll also provide you with your personalized RSSA Roadmap Report.
Areas of Expertise
- Financial Education Specialist
- Insurance Agent
- Investment Advisor
- Medicare Advisor
- Retirement Specialist
- Wealth Manager
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.
