Optimize your benefits with advice.
The average household loses over $110,000 in potential income by making the wrong Social Security claiming decisions. I can help you get the money you earned and are entitled to.
-Michael Holmstadt
Don’t lose out on hundreds of thousands of dollars in lifetime benefits by making the wrong decision.
You may be able to collect up to one-half of your spouse’s benefits.
You may qualify for Social Security Disability Insurance benefits.
You may decrease your payroll taxes and still receive maximum benefits.
You may qualify to receive Social Security benefits from your ex-spouse.
You may qualify to receive survivor benefits that are greater than your own.
If you are a lawful permanent resident, you may qualify for Social Security.
With hundreds (and sometimes thousands) of filing options, getting the most from Social Security can be a complex decision. As a Registered Social Security Analyst, I can help you answer common retirement questions like:
At the completion of your analysis, you will be provided with a comprehensive planning report outlining your benefit considerations in a way you can easily understand; with instructions for when and how to file, calculations, definitions, and much more.
Michael Holmstadt helps individuals and families approaching retirement make confident, informed decisions about their Social Security benefits and broader financial strategies. As a Registered Social Security Analyst (RSSA), licensed loan officer, and health and life insurance agent, Michael combines a unique set of skills to address the full picture of retirement readiness. He works side-by-side with clients to cut through the complexity, showing them how to maximize lifetime Social Security benefits, avoid costly mistakes, and align decisions about income, debt, and insurance with their long-term goals. His approach is simple, approachable, and always tailored—so clients can move forward with peace of mind.
Beyond working with individuals, Michael is the founder of Think Revenue Strategies. TRS partners with employers to design benefit strategies that increase take-home pay for employees while creating measurable savings for companies. His expertise across retirement planning, lending, and insurance allows him to uncover opportunities that others often miss—putting more money back in people’s pockets today while strengthening their financial confidence for tomorrow.
If you'd like to learn about becoming an RSSA and GETTING A DISCOUNT OFF TRAINING, contact me for more information!
