Rich Perry

Determining when to claim your Social Security benefits can be very challenging. 

If there’s anything more confusing than Medicare, it’s Social Security!  The Social Security Handbook contains 2,728 specific rules. Making the right decisions is incredibly important. My purpose is to help navigate these pitfalls and answer questions you may not even know to ask. I will balance your Social Security choices to best fit your unique circumstances and your overall retirement goals

Important facts:

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.

You have ONE Chance To Claim – Social Security gives you one chance to get it right – forever.

I am certified by NARSSA as a Registered Social Security Analyst. I am also the author of Maximize Your Social Security Benefits – Updated for 2025, published on Amazon. If interested in the book, search online for Maximize Your Social Security Benefits by Rich Perry. You can also search on Amazon. I have a background in retirement planning. I offer a free 30-minute introductory Chat. To schedule, use the Contact Me form or schedule a call on this website. Please don’t call my phone directly, as I may be on a client conference call. 

If it appears my services will help you, we can schedule a planning session.