I have my own business offering Financial Literacy Education and Financial Solutions to my clients. I first came into the industry 8 years ago looking for answers to my own financial questions and realized that a lot of my friends and community needed the same kind of help. I have been helping them to understand how to build a proper financial foundation and how to plan for and achieve their goals, such as proper protection, retirement planning or college funding for their children. To round out the education and planning I have become certified as a Social Security Analyst so that I can help in choosing the best claiming strategy for optimizing Social Security benefits and retirement income taxation.
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.