Trisha B. Perez
Investment Advisor Representative
Goldenridge Financial Network, LLC
Lithia, FL US
Professional Details
I build meaningful relationships with my clients by providing comprehensive wealth management services as a true fiduciary.
Licensed, registered, and trained to provide:
- Social Security Analysis
- Retirement Income Planning
- Financial Advisory Services
- Tactical Portfolio Management
- Life Insurance & Annuities
Areas of Expertise
- Financial Education Specialist
- Financial Professional
- Insurance Agent
- Investment Advisor Representative
- Retirement Specialist
- Wealth Manager
- 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.
Securities offered through API Financial Advisors, LLC, Member of SEC. Advisory services offered through API Financial Advisors, LLC, an SEC Registered Investment Advisor. NARSSA is independent of API Financial Advisors, LLC & Solomon API. Registration with the SEC does not imply any level of skill or training.
NARSSA does not provide tax or legal advice, and investors should consult with their tax and legal professionals regarding their specific situations.
Hyperlinks on this site point to websites not affiliated with API Financial Advisors, LLC, Solomon API, or Goldenridge Financial Network. These links are provided as a convenience only. API Financial Advisors, LLC, Solomon API, and Goldenridge Financial Network disclaim any responsibility for the accuracy of the information on those other websites.