Social Security Planning Packages
1
Standard Plan
($350)
Who qualifies?
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Single
What do you get?
Personalized Social Security Analysis
30 Minute One-on-One Consultation
Application Filing
Personalized Plan Includes
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Explanation of the Social Security rules, benefits and eligibility.
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Claiming strategy options including monthly, annual, and lifetime benefit amounts for each.
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Strategies to avoid reduced benefits.
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When & how to file for your benefit options.
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Important Terms
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Social Security Calculations
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Strategies to Increase Benefits
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Explanation of the Social Security rules, benefits and eligibility.
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Breakeven and longevity analysis
2
Premier Plan
($500)
Who qualifies?
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Married
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Divorced
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Widowed
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Dependents
What do you get?
Personalized Social Security Analysis
1 Hour One-on-One Consultation
Application Filing
Personalized Plan Includes
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Explanation of the Social Security rules, benefits and eligibility.
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Claiming strategy options including monthly, annual, and lifetime benefit amounts for each.
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Strategies to avoid reduced benefits.
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Strategies specific to spousal and survivor benefits.
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Understanding benefits for children and family maximums.
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Important Terms
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Social Security Calculations
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Strategies to Increase Benefits
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Breakeven and longevity analysis
3
Self Employed (SETARA)
$1,500
Who qualifies?
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Business Owners
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Self-Employed
What is a SETARA® Plan?
With the SETARA® [Self-Employed Tax and Retirement Analysis] 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.
What do you get?
Personalized Social Security Analysis
1 Hour One-on-One Consultation
Application Filing
Personalized Plan Includes
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Everything that is included in the Enhanced Plan plus the SETARA Analysis.
Other Services
Application Only
Ready to Apply? We can help apply for Social Security, Medicare, or Both!
30 Minute Q & A
Don't need a full plan but just have some general questions? We offer a 30 minute one-on-one call or zoom.
Form Fill
Need help completing a specific Social Security or Medicare Form, we help with that also.
Need a Representative?
Have a call coming up with Social
Security. We can speak with you as representation to verify facts.