Paul Bernstein

Insurance Consultants, LLC Dba The Retirement Guru


The Retirement Guru


Professional Profile

As a consultant for those approaching retirement, I specialize in providing expert guidance on navigating social security benefits, assisting with the application process for Medicare, and offering comprehensive support in selecting the most suitable health insurance plan. With a wealth of knowledge and experience in these areas, I am dedicated to empowering seniors to make informed decisions that optimize their financial security and healthcare coverage.

Applying for and maximizing Social Security Benefits

Applying for and maximizing Medicare

Choosing, Applying, & Maximizing your retirement health insurance plan


Licensed Attorney, State Bar of California #343548

Registered Social Security Analyst #7860

Licensed Health & Life Insurance Agent NPN#3388918

    Contact Me

    Real Stories from Real People

    Most People Leave Money on the Table


    Don't Optimize

    Very few people get all the Social Security they deserve.


    Is Lost

    The average household is losing $111,000 in potential income.

    1 Chance

    To Claim

    Social Security gives you one chance to get it right – forever.

    Maximize Your Benefits

    Discover important information for your situation.