Our Suite of Services
Navigating Social Security can be complex—but it doesn’t have to be. I provide personalized Social Security planning services designed to help individuals and families make informed, confident decisions about when and how to claim their benefits. Whether you're nearing retirement, already collecting, or planning for the future, I analyze your unique situation to identify strategies that can increase your lifetime income, minimize taxes, and coordinate benefits with your spouse or other retirement income sources. With expert guidance, you'll gain clarity, avoid costly mistakes, and ensure you're getting the most out of what you’ve earned.
Planning Packages
1
Standard
(Single)
1. Personalized Social Security Analysis Report
​
2. 30 Minute One-on-One Consultation
​
3. Application Filing
​
-
Important Terms
-
Social Security Calculations
-
Strategies to Increase Benefits
-
Retirement, Spousal, Divorced, and Survivor benefit strategies
-
Explanation of the Social Security rules, benefits and eligibility.
-
Claiming strategy options including monthly, annual, and lifetime benefit amounts for each.
-
Breakeven and longevity analysis
2
Enhanced
(Couples)
1. Personalized Social Security Analysis Report
​​
2. 1 Hour One-on-One Consultation
​​3. Application Filing (Both Spouse's)
​​
-
Important Terms
-
Social Security Calculations
-
Strategies to Increase Benefits
-
Retirement, Spousal, Divorced, and Survivor benefit strategies
-
Explanation of the Social Security rules, benefits and eligibility.
-
Claiming strategy options including monthly, annual, and lifetime benefit amounts for each.
-
Breakeven and longevity analysis
3
Premier
1. Everything in Standard (Single) or Enhanced (Couples), plus:
​
-
Retirement income alignment (Social Security + pensions, annuities, IRAs) and other retirement accounts
-
Medicare coordination (Part A/B timing, penalties, HSA considerations, IRMAA, and more)
-
Applying for Medicare A and B
-
Priority support and unlimited support for call and email support throughout your lifetime.
