There are over 2,700 rules governing how your benefits are determined and thousands of claiming strategies. Unfortunately, the majority of people make a suboptimal claiming decision. Don't miss out on tens to hundreds of thousands of dollars in potential income.
As a Registered Social Security Analyst (RSSA®), I can help you determine the optimal claiming strategy to ensure that you receive every dollar that you have earned and are entitled to. Whether you are single, married, widowed, divorced, self-employed, or have other unique considerations, I can help you.
I can analyze all of your possible claiming options using RSSA Roadmap™ Social Security optimization software. And I can create your personal Social Security benefits plan which includes:
- 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
I am specially trained
in Social Security
- I am trained to advise clients on all applicable Social Security rules
- I have the knowledge required to deliver Social Security income planning services
I am competent using
RSSA Roadmap™ software
- I am trained to use cutting-edge Social Security optimization software
- I am skilled at analyzing all possibilities to obtain your optimal claiming strategy
I am an active member
of NARSSA
- I passed the national RSSA exam and I meet ongoing educational requirements
- I commit to high ethical standards and NARSSA's professional code of conduct
