Optimize your benefits with advice.

Get the Social Security Benefits You Deserve.

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.
-Mike Bauman

Get Started Get Started

Get Your RSSA Social Security Roadmap

Your Situation is Unique

Don’t lose out on hundreds of thousands of dollars in lifetime benefits by making the wrong decision.

Married

You may be able to collect up to one-half of your spouse’s benefits.

Disabled

You may qualify for Social Security Disability Insurance benefits.

Self-employed

You may decrease your payroll taxes and still receive maximum benefits.

Divorced

You may qualify to receive Social Security benefits from your ex-spouse.

Widowed

You may qualify to receive survivor benefits that are greater than your own.

Immigrant

If you are a lawful permanent resident, you may qualify for Social Security.

Get the Most Out of Your Social Security Benefits

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:

  • When is the best time to claim?
  • Can I get benefits from my ex?
  • What should I do if I'm self-employed?
  • Can my children get benefits?
  • What about dependents with disabilities
  • How will my pension impact my benefits?
  • And so much more...

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.

Couple walking on the beach

About Mike Bauman

Why Work with Mike?

Mike Bauman is an RSSA (Registered Social Security Analyst®) that has received formal training in Social Security regulations, including claiming strategies for different situations. With over 2,700+ rules and nuances, determining when to claim your Social Security benefits can be challenging. Mike will help you navigate these pitfalls and answer questions you don’t know to ask. He will help you balance your Social Security choices with your overall retirement planning, so that you also have peace of mind. It’s not always about just maximizing your benefits either, it’s also about optimizing your benefits to receive the most after-tax income. Speak with Mike Bauman — a trained expert — for a consultation. If you decide to work with Mike, you’ll receive a comprehensive personalized analysis and advice that may provide you with tens to hundreds of thousands in lifetime benefits.

Mike is also a licensed real estate broker (DRE #02007267) and mortgage loan officer (NMLS #2151290) in California, based in the South Bay of Southern California in Hermosa Beach. He is a great resource to help you and your financial planner with the following: 

 - Identify the best strategy to optimize social security benefits.
 - Identify ways to bridge the gap between ages 62 and 70 where your social security benefits may be increased by up to 77%.
 - Strategize on how to tap into your home equity for tax-free income.
 - Show you how to statistically increase your odds of your retirement nest egg outliving you.
 - Show you how to increase your legacy wealth left to your loved ones.