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.
-Richard Perry
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.
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
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.
