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.
-Purita Lakes
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.
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.