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 Nelson
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 has been a licensed Life & Health Insurance Broker for 21 years with a focus in Social Security, Medicare, & Retirement planning. Licensed in 20 states. Michael's current goal as a professional is to educate clients on the importance of Social Security Benefits, how & when to claim those benefits. As mentioned with his 2 decades worth of experience Michael also incorporates how to avoid income gaps by utilizing the appropriate investment class by client age and goals. Lastly Michael has a deep understand of Healthcare with respect to Original Medicare, Medicare Supplemental Plans, Medicare Advantage and Stand alone prescription drug plans! Michael would love to sit down with you, whether it be a face to face, zoom, facetime or messenger meeting.