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.
-Tri Ma
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.
Tri is the professional. With an old soul, strong work ethics and being financially savvy since childhood, it’s no wonder why he belongs in this career. His passion for helping others led him to the insurance realm, where two decades later, he still advocates strongly for his clients, providing education and expertise to protect them through different stages of life and looking out for their best interest.
A proud Colorado native and CU Buff alumni excelling in academia: receiving his bachelors from CU-Boulder and his M.B.A. specializing in Finance at Walden University, Tri was inducted into the National Society of Leadership and Success, Sigma Alpha Pi, where he fell in love with helping others achieve financial freedom while maintaining a strong foundation of protection. The three R’s fit Tri well – Responsible, Reliable, and Resourceful. To his family and friends, he’s known has the “go-to” person. If he can’t do it, he has a person who can.
On his spare time (if he ever has any), Tri dives for volleyballs on grass and sand, dodges trees on his snowboard, and seeks the best ice cream and wings in all the land. Tri also enjoys being outdoors, traveling around the world, reading/learning more about insurance, finance, taxes, real estate, and entrepreneurism (what a nerd).
Tri also likes laying low and recuperating for the next volunteer project. Speaking about volunteer projects, here are some that he is currently working on; creating a transitional housing program for the City and County of Broomfield, providing resource for Denver Housing Authority, and volunteering with various organizations (Adams County Aging Network, Adams/Broomfield County 17th Judicial District Senior Law Day planning committee, Broomfield County Service Network, Colorado Senior Volleyball Assoc, Colorado Gerontological Society, Denver Asian American and Pacific Islander Commission treasurer, local food banks, and more).