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.
-William Havron
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 a passionate and enthusiastic advisor interested in helping future retirees analyze their best Social Security choices. Determining when to claim your Social Security benefits can be a challenging process. You need to choose the best individual Social Security income selection strategy. I will help you navigate this process and answer questions about benefits you may be eligible for but weren’t aware to ask about.
Education is the first step to a secure retirement plan. If you are looking for thorough Social Security and retirement information and feel that you don’t know where to turn – please call me for a consultation. I will balance your Social Security options with your overall retirement planning, so that you can have peace of mind.
It's important to me to get to know my retiree clients and to analyzing their specific Social Security alternatives, so they have all the information needed to make a smart decision on when to claim their benefits.
I would be happy to discuss how I can help you with your transition to retirement! When we work together, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or more in lifetime benefits. Look for my upcoming seminars to discover how I can assist you on this journey.