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 Schneider
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 is currently manager of his firm Fiduciary Consulting and Tax Services PLLC, founded in 2020 after an extended career as a Tax Officer and then Trust Officer in several Wealth Management Divisions of Financial firms. Paul is a licensed CPA in the state of Washington and received his undergraduate B.A. degree from Seattle Pacific University and a Masters in Taxation from Golden Gate University. His interest in advising clients in regard to Social Security led to additional studies to become a Registered Social Security Analyst (RSSA). In the past, Paul has been active in the professional and charitable organizations and has served as a board member for Washington Planned Giving Council, served as past president and board member for Vision House, and past president and board member of Wesley Homes Foundation. Paul and his wife have four grown children and live in the Kenmore area of Greater Seattle.