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.
-Paul Alberts
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.
Professional Profile Paul is Co-Owner of Alberts Wealth Advisors, LLC. and leads the Company’s Financial Services division of the organization. These services range from risk analysis, coverage design and placement for individuals and business of all types and needs for retirement planning. Paul started his insurance career in 1976 and expanded into the investment planning in 1983. He continues to broaden the services and consulting programs he provides for clients. Personal Profile Paul lives in Orland Park and has four grown daughters with a wide range of interests. In June 2013, Paul retired from US Navy (Reserves), having over 40 years in uniform. He traveled internationally on orders, most recently in 2011 to Morocco, Moscow, and Germany. His last position was the “CO” [Commanding Officer] for the Navy Reserve unit based in Fort Worth, TX that provides direct support to AFRICOM [Africa Command], headquartered in Stuttgart, Germany. Education MSFS The American College, Bryn Mawr, PA Insurance/Investment Industry Education Designations: RSSA® Registered Social Security Analyst CFP® Certified Financial Planner CLU Chartered Life Underwriter ChFC Chartered Financial Consultant RPA Retirement Plans Associate RHU Registered Health Underwriter REBC Registered Employee Benefits Consultant CRPC Chartered Retirement Planning Counselor IAR Investment Adviser Representative CEBS Certified Employee Benefits Specialist CDFA Certified Divorce Financial Analyst (no longer active) www.Paul.Alberts.rssa.com Paul.Alberts@rssa.com Securities and Advisory Services offered through Ausdal Financial Partners, Inc. 5187 Utica Ridge Rd Davenport IA 52807 563.326.2064 Alberts Wealth Advisors LLC, and AUSDAL Financial Partners, Inc are independently owned and operated