Broker Check

Social Security Planning

There may be many financial professionals who are not advising their clients on how to maximize Social Security benefits, and the Social Security Administration prohibits their employees from offering you advice. So who is helping the more than 10,000 baby boomers who are claiming benefits every day?

We are here to help. I am proud to have a deep understanding of Social Security benefits, and I am dedicated to helping retirees and pre-retirees successfully navigate the difficult process of claiming benefits. In addition to my own understanding of Social Security, I utilize industry-leading software that can help provide you and your spouse a benefit planning report that will show you optimal times and methods to help get you the most income possible from your Social Security benefits.

My passion is working with families to design solutions for their financial future. There is never an additional fee to consult with me; my consultations are and always will be complimentary. This helps me address your concerns in a pressure-free environment – one that first and foremost builds trust.

Not associated with or endorsed by the Social Security Administration or any other government agency. . The Retirement Analysis gives estimates based on your actual Social Security earnings record. Please keep in mind that these are just estimates. We can’t provide your actual benefit amount until you apply for benefits, and that amount may differ from the estimates provided.