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.
-Theresa Sanchez
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 not a financial advisor but a financial professional who facilitates knowing how money works and how this knowledge can save you in retirement.
After retiring from a career in public eduation, business training, program development and consulting with small business owners, I realized I needed to start an encore career helping people understand the nuances of properly preparing for retirement. I thought I was prerpared and quickly found I needed much more to be truly prepared. The RSSA certification is my latest certification to help with financial understanding an gives me the tools to now help individuals gain the knowledge to prepare for pre-retirement as well as full retirement.
I am also certified and licinsed to assist with understanding and enrolling in Medicare. Taking the proper steps at the right stages in life will help you enjoy the later stages and have all the money your deserve. I am bilingual - proficient in Spanish.