With Social Security, you only have one chance to get it right.
Unlike Medicare, you don’t get a do-over! Once you’ve made a filing decision, it’s set for the rest of your life.
Social Security Consulting Packages
Your Social Security consultant will provide a strategy for maximizing your Social Security benefits in retirement.
Premier
Personalized Social Security Strategy
Calculate Your Breakeven Point and Other Metrics
Detailed Social Security Application Instructions
One-on-One Consultation with an NSSA Certified Social Security Expert
Detailed Customized Social Security Filing Analysis
Review Your Social Security Earnings/Benefit Statement
Complete review of unique issues (divorce, widow, remarriage and child-related)
Compare Social Security Benefits Before, At, and After Full Retirement Ages
Review Important Social Security Filing Dates
Recommend Application Timing for Social Security Benefits
Identify Whose Account Your Social Security Benefits Should Be Based On (self, spouse, ex-spouse, deceased spouse).
Retroactive Benefit Filing Review
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Ultimate
Popular
We File For You - Online Application Assistance
Unlimited Follow Up Questions
Unlimited Claiming Questions Answered
General discussion of Medicare, Parts A, B, C, D
Personalized Social Security Strategy
Calculate Your Breakeven Point and Other Metrics
Detailed Social Security Application Instructions
One-on-One Consultation with an NSSA Certified Social Security Expert
Detailed Customized Social Security Filing Analysis
Review Your Social Security Earnings/Benefit Statement
Complete review of unique issues (divorce, widow, remarriage and child-related)
Compare Social Security Benefits Before, At, and After Full Retirement Ages
Review Important Social Security Filing Dates
Recommend Application Timing for Social Security Benefits
Identify Whose Account Your Social Security Benefits Should Be Based On (self, spouse, ex-spouse, deceased spouse).
Retroactive Benefit Filing Review
- View more »
Why Choose Our Expert Social Security Consultants?
Don't Elect Too Soon
Our Social Security consultants spend the time getting to know you, your situation and your wishes before creating and presenting a custom Social Security filing plan. Marital status, age, earnings histories, children, disability status, pensions and other factors can all factor into Social Security timing decisions.
Same Price for Couples
Different ages, working histories and life expectancies mean married couples need a fine-tuned plan to coordinate their benefits to maximize benefits of the surviving spouse. Coordinated decisions among spouses make it possible for the surviving spouse receives the maximum Social Security benefits available.
Avoid Bad Advice
Social Security employees are specifically trained to not provide Social Security claiming advice. Most insurance agents, financial planners and wealth managers likely only have a base level of understanding. Our consultants are NSSA-certified and have spent decades providing Social Security training, advice and consulting.
No Sales Pressure
Our consultants are trained, certified and in many cases, worked for the Social Security Administration. We’re not interested in “upselling” anyone into a life insurance policy, annuity or other insurance product. They’re simply concerned with getting you the best advice and paid for doing so. They’re real people, living right here in the USA.
Social Security Consulting
We will provide Social Security claiming and savings strategies based on your circumstances, age, marital status, location, work history and life expectancy. Our consultants will guide you through the Social Security application process (if purchasing Complete package).
Step 1.
Choose a package
Purchase a Premiere or Ultimate Social Security consulting package.
Step 2.
Interview/Consulting Strategy
Once you’ve purchased a package and filled out a discovery form, a consultant will reach out to you by email with clarifying questions.
Step 3.
Optimized Social Security Filing Strategy and filing assistance
Your Social Security consultant will provide a strategy for maximizing your Social Security benefits in retirement.
Why risk losing out on thousands of dollars of earned benefits?
Talk to an expert. For a one-time consulting fee, PrepareforSocialSecurity.com Social Security consulting will work with you to maximize your Social Security retirement benefits.
Avoid Online Calculators
Free online calculators and even Social Security Administration calculators (there are multiple) can have potentially inaccurate assumptions about future earnings and inflation built unto them. Taxes, Medicare premiums and part-time working income are often left out!
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The average household misses out on over $100,000 in lifetime Social Security income.
96%
Percentage of people that don't optimize their Social Security benefits.
Client Testimonials
Here's what our clients are saying.
Prepare for Social Security consulting really helped me maximize my Social Security benefits in retirement. I almost made a mistake, and they caught it!
The people at the Social Security office near me couldn’t answer some of my questions, so I bought the Premier Social Security consulting package, just to make sure I was getting good advice and help filing at the SSA. My consultant Jim was a godsend! He walked me through all of my claiming options and helped me claim them.
Social Security Administration rules and regulations were confusing, and I wanted to make sure I didn’t make a mistake in filing too early. Glad I did!
I read Matt’s book and decided pretty early on my husband and I needed some SSA consulting. The Social Security consultant spent a lot of time with me going over my specific situation (married, and my husband is quite a bit older) and optimized our Social Security filing strategy. Money well-spent!
My Social Security calculators were fine to mess around with, but the online calculators all seemed to come up with different numbers and advice. Paying for customized Social Security consulting seemed to be the way to go, and I was confident when I finally filed at the Social Security admin.
I visited the Social Security admin office near me, got frustrated and walked out. I wanted to make sure my SSA filing paperwork was in order and that I didn’t miss anything. My SSA consultant calculated my Social Security benefits, crunched the numbers and gave me a report outlining all of my SSA filing options.