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Social Security Planning

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Are You Approaching Retirement Age?

Learn About Your Social Security Income

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Claiming Social Security can be a complicated task. There are over 2,000 rules that govern how benefits are determined and thousands of claiming strategies. I can help you with the decision to claim to ensure you receive the benefits to which you are entitled. 

I can help answer your questions, including:

  • When should I file for benefits?

  • Can I get benefits from my ex-spouse?

  • What if I am self-employed?

  • Are my children eligible for benefits?

  • What about dependents with disabilities?

  • How will my pension impact my benefits?

    • And more

Ways We Can Help

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I am a certified Registered Social Security Analysts and I can deliver Social Security income planning services by helping analyze possible claiming options using RSSA Roadmap (registered trademark) Social Security optimization software. I can create your personal Social Security benefits plan which can include:

I can create your personal Social Security benefits plan which can include:

  • Claiming options comparison

  • Impact of future earnings

  • Maximizing spousal and survivor benefits

  • Avoiding benefit reductions

  • Impact of pensions (WEP/GPO)

  • Longevity scenarios

  • Benefits for children and family maximums

  • Cost of living adjustments

Learn about SS Income  

Invite us to provide a workshop on Social Security Planning for your business or community group. Our team is dedicated to providing you with the best possible service and support.

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