Suzanne L Chang, MBA, RSSA
Retirement Planner & Registered SSA
Agate Financial
100 Barranca St Ste 721
West Covina, CA 91791, US
Affiliations
Professional Details
Suzanne Chang is a retirement planner
with an MBA in Finance and over 20 years of experience in the financial industry. Her background includes working at the prestigious NASA/Jet Propulsion Laboratory as a financial analyst.
Suzanne has found her passion in educating people on how to grow their wealth, maximize retirement planning, and strategize on ways to reduce taxes, including Social Security planning. She strives to help everyone succeed financially.
Areas of Expertise: Retirement Planning, Social Security Retirement Planning, Life Insurance, Medicare, and More…
Areas of Expertise
- Financial Education Specialist
- Financial Professional
- Insurance Agent
- Medicare Advisor
- Retirement Specialist
- Other
Real Stories from Real People
Most People Leave Money on the Table
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.
1 Chance To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
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.
Divorced
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.
Widowed
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.
Single
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.
Self-Employed
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.
Disability
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.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
