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We provide expert advice on Social Security and Medicare strategies, helping you optimize your benefits and plan for a secure future. We provide comprehensive reports that show you various strategies to optimizing your Social Security benefits.
You can schedule a consultation by contacting us through our website or via phone. We offer both in-person and virtual consultations.
We are not a wealth management or investment firm. We only focus on Social Security benefits and the strategies to optimize your largest retirement asset. The only cost will be for consulting on strategies based on your unique situation, which most oftentimes includes a Social Security analysis report.
RSSAs have received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, they must pass a proctored exam in order to earn their RSSA credential. The training curriculum meets QAS requirements and is accepted for self-study in all states for CPAs by NASBA, the National Association of State Boards of Accountancy; for Enrolled agents and PTIN holders by the IRS; for CFPs by the Certified Financial Professionals Board, for the AIF, AIFA and PPC credentials by Broadridge Fi360, and for Insurance CE Credits on a state-by-state basis.
Determining when to claim your benefits can be challenging. You don’t want to make the wrong decision that can impact the rest of your life. We'll help you navigate these pitfalls and answer questions you don’t know to ask. We'll balance your Social Security choices with your overall retirement planning, so that you also have peace of mind going into the future.
We can help clients save hundreds of thousands of dollars in additional Social Security benefits that they have earned and are entitled to. We help clients determine when they should file and start collecting Social Security based upon their unique situation and historical earnings records. Everyone’s situation is unique. Whether you are single, married, divorced, widowed or a self-employed business owner, an RSSA® can help you get every dollar you are entitled to from the government, and optimize your benefits.
We'll provide you with a unique Social Security plan, to help you decide on the optimal claiming decisions. Using the RSSA Roadmap® Optimization Software, we will help you maximize your Social Security claiming strategy to increase your lifetime benefits.
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