Who qualifies?

Those with Social Security questions.

What do you get?

You will be provided with answers.  An RSSA will provide 20 minutes of support that will add clarity to your Social Security questions. A Social Security analysis is not included.

Cost

$50 for the 20 minute call.

Schedule a call to get started.

Purpose of this call:

• Learn about the Individual Optimization Plan.
• We will provide you with a quote for this service.

Who qualifies?

• Single
• Divorced
• Widowed

What do you get?

• Explanation of the Social Security rules, benefits and eligibility.
• Claiming strategy options including monthly, annual, and lifetime benefit amounts for each.
• Strategies to avoid reduced benefits.
• When & how to file for your benefit options.
• During the 45-minute final consultation with your RSSA, we’ll educate you and discuss your benefits, helping you understand your best claiming options.
• You’ll receive a customized, hard-copy presentation outlining your plan.

Schedule a consultation to learn more.

Purpose of this call:

• Learn about the Combined Optimization Plan.
• We will provide you with a quote for this service.

Who qualifies?

• Married
• Head of Household*

*Children are considered eligible if under 18; under 19 and in high school; or disabled prior to age 22.

What do you get?

You receive all of the features included with the Individual Plan, plus:

• Strategies specific to spousal and survivor benefits.
• Understanding benefits for children and family maximums.
• Longevity scenarios.
• Cost of living adjustments.
• Possible Pension reduction calculations.

Schedule a consultation to learn more.

Purpose of this call:

• Learn about the SETARA^TM [Self-Employed Tax and Retirement Analysis] plan.
• To get a quote for a SETARA^TM plan for your business.

Who qualifies?

• Business Owners
• Self-Employed

What is a SETARA^TM Plan?

We analyze how the earned income you are reporting from your business to the IRS impacts your future Social Security retirement benefits. We provide a written plan, recommending what future earnings should be taken and how to restructure your business if required.

Schedule a consultation to learn more.