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 Ambrogio
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.
Paul has been helping clients with mortgage financing since 1991 and has developed a devoted following. He takes an honest, informed, personal approach with his clients and will always advise them on the best course of action, even if it means they are better off not making any changes. Paul believes home ownership and mortgage financing are quite often the best tools to help his clients reach and fund their retirement. Paul helps clients with retirement mortgages, purchase loans, investment property loans, second home financing and mortgage refinancing. Paul has been married for 24 years and has a daughter in college. He is a leader in his church and enjoys a very active lifestyle while living in Encinitas, California.