I am an Accountant, License Professional and Certified Financial Educator to help clients with their taxes, health benefits, retirement planning, business planning, and investment management. My main focus is to provide Financial Education they deserve. Financial education isn’t an option. It’s a necessity. No one should care more about your financial future more than you. Understanding your financial situation and strategy is a priority, especially when faced with the challenges and uncertainty of today’s financial climate. Financial Literacy for Individuals and Organizations all over North America. With over 15 years of experience in the Financial Services Industry, I have educated and helped many families with their financial needs. I am Certified in Long-Term Care and certified as a Registered Social Security Analyst. I have been a resident of GA for over 20 years with a degree in Accounting. I am a wife and a mother of two wonderful children Hannah and Hayden.
Most People Leave Money on the Table
Very few people get all the Social Security they deserve.
The average household is losing $111,000 in potential income.
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
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.
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.
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.
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.
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.
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.
“I wholeheartedly recommend Rita Lakes to anyone seeking comprehensive and trustworthy financial services. Her personalized approach, knowledgeable professional, and commitment to client success make them a standout choice for anyone looking to secure their financial future.”