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.
-Sachiko Yagi
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 a Financial Educator and Licensed Professional with over 12 years of experience in helping clients maximize their retirement benefits. I believe all actions should be backed with a thorough understanding of the fundamentals which is why I am proud to be a part of the National Campaign for Financial Literacy. In addition to being a Financial Professional, I am now a Registered Social Security Analyst® - helping people optimize their social security benefits through holistic approaches including knowledge and planning. I am an advocate for value added services for my clients.