Shelly has over 35 years experience in accounting and finance. She currently serves as the Chief Financial Officer of Allegiance Financial Group, Inc where her responsibilities include financial reporting, compliance and tax. Shelly is a graduate of the University of Minnesota, Carlson School of Management, with a degree in Business and Economics. She is also an Enrolled Agent, a federally authorized tax practitioner empowered by the US Dept. of Treasury. Shelly is also a registered social security analyst, trained to help people maximize their income from Social Security using specialized software.
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.