Wendy Barnett

That Social Security Gal

Active

That Social Security Gal
Los Gatos, CA US

408-963-9743

Average Rating: 5 stars (based on 4 ratings)

Professional Profile

I am the founder and owner of That Social Security Gal because I love assisting others, just like me, understand the maze of Social Security. After becoming eligible for Social Security and Medicare, I became a proud Registered Social Security Analyst. I have tools at my fingertips to unwind the complexities and give you a simple format to make a decision that could effect your lifetime income. I can also refer you to trusted partners that specialize in Medicare options. Start by scheduling a call with me or going to the RSSA Roadmap link on my website to establish an account. Can’t wait to talk to you.

    Contact Me

    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 deserve.

    $111,000

    Is 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.

    Wendy was friendly and informative during our stay at her rental property, and we appreciated her professional attention to detail.

    O. Coles

    Wendy distilled us our social security information into a tangible package and helped us formulate a plan of action. We feel better prepared to make informed decisions regarding claiming social security benefits. Thanks Wendy!

    Kathleen Carpenter

    Wendy was fabulous! Well worth the time to meet with her. During my review, Wendy made me aware I will be able to retire earlier than I expected!! Thanks for your help Wendy!😀

    Gena Baxley

    The Social Security GAL provided some new insights on our SS benefits and timing. They delivered a comprehensive package based on our unique situation and discussed the outcomes, key assumptions, and optimal solutions. As a result, our plan is now to start taking benefits a couple of years early to maximize our benefits. Thanks Wendy!

    David Puls