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.
-Tracey White
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.
Tracey White is a passionate advocate for financial literacy and a Registered Social Security Analyst. Since starting her career in the insurance industry in Wimberley, Texas in 2012, Tracey has guided hundreds of Medicare beneficiaries to reduce their insurance costs and achieve financial security. Her ability to communicate effectively with clients and cater to their unique needs is central to her approach.
Tracey’s personal journey, marked by resilience and determination, fuels her commitment to helping others attain financial stability. Raised in Central Texas and recently relocated to Wisconsin with her husband, Travis, and their beloved Chihuahua, Tater Tot, Tracey embodies the values of hard work and dedication. Her mission is to empower individuals with the knowledge to enhance their lives and build a prosperous future.