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 Bernstein
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.
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