Paul S Feigenbaum
Special Needs Planner, Registered Investment Advis
Blue Ocean Wealth Solutions
2200 Northern Blvd
Greenvale, NY 11548, US
Affiliations
Professional Details
To help you Identify, Achieve and Protect your Financial Dreams. What would happen to your financial legacy if you “die too soon, outlive your resources, become disabled, or require Long Term Care?”
Retirement Income Planning is essentially, “how to replace a current paycheck with a future source of income.”
Should a loved one have Special Needs, then a multi-generational program is designed to protect the “dreams” you have for your loved ones.
By analyzing your retirement plan and lifestyle, I can calculate when is the ideal time to apply for your Government Pension. Lastly, by optimizing your existing retirement plan prior to collecting Social Security, I may be able to save you over a Million Dollars in Income Tax after you start collecting.
Areas of Expertise
- Business & Succession Planning
- Elder Care Planning
- Employee Benefits
- Estate Planning
- Financial Planning
- Insurance Planning
- Investment Management
- Long-Term Care Planning
- Retirement Income Planning
- Social Security Planning
- Special Needs Planning
- Wealth Management
Credentials
- Certification in Long-Term Care (CLTC)
- Investment Adviser Representative (IAR)
- Life & Health Insurance License
- Life Underwriter Training Council Fellow (LUTCF)
- Retirement Income Certified Professional (RICP)
Real Stories from Real People
Most People Leave Money on the Table
96% Don't Optimize
Very few people get all the Social Security they’re entitled to.
$111,000 Average 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.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
