Secure a comfortable retirement with expert guidance.
Imagine looking back on your retirement planning and realizing you could have lived more comfortably if only you'd navigated Social Security better. Without expert NSSA-Certified advice, you risk underestimating your benefits, missing critical deadlines, or choosing the wrong time to claim. These aren't just minor setbacks; they're mistakes that can affect your entire retirement. We understand the stakes and are here to guide you through every step, ensuring you make informed decisions for a regret-free retirement.
Discover how effortlessly you can secure your retirement with our Social Security consulting. From maximizing benefits to personalized planning, our expert guidance ensures a financially stable, worry-free future. Start your journey to peace of mind today.
Financial Stability: Enjoy the peace of mind of knowing your retirement is financially secure, thanks to maximized Social Security benefits.
Informed Decisions: Make choices about when and how to claim benefits with clarity and confidence, guided by expert advice.
Customized Planning: Receive a retirement strategy tailored to your unique situation, ensuring your needs and goals are met.
Avoid Pitfalls: Navigate the complexities of social security without falling into common traps that could cost you.
Future Security: Look forward to a future where your retirement needs are met and your lifestyle is assured.
Ease of Process: Experience a stress-free process with our guidance, making complex decisions simple and understandable.
Expert Insights: Gain valuable insights from Social Security consultants who bring years of experience to your planning.
Comprehensive Review: Benefit from thoroughly reviewing your social security and retirement plans, ensuring no detail is overlooked.
Personalized Support: Enjoy personalized attention and support throughout your retirement planning journey.
Peace of Mind: Rest easy knowing you're making the most of your social security benefits and securing your retirement.
With decades of specialized experience in Social Security consulting, our team is your reliable guide through the retirement planning maze. We've encountered every situation and navigated through numerous challenges. Our skill set extends beyond the calculations; we deeply empathize and support your aspirations and concerns regarding retirement. Our role is to demystify complex regulations, offering clear, actionable strategies to ensure a seamless transition into your retirement years.
Benefit Analysis: Calculate your break-even point to inform timing decisions.
Earnings Review: Examine your Social Security Earnings/Benefit statement for accuracy and optimization.
Unique Situations: Address divorce, remarriage, and child-related nuances in your benefits.
Medicare Guidance: Clarify your options for Medicare Parts A, B, C, D, and their impacts.
Strategy Customization: Tailor your retirement plan to fit your individual needs and goals.
Process Simplification: Streamline the application process for clarity and ease.
Future Planning: Provide foresight on future changes in Social Security and how they might affect you.
Ongoing Support: Offer continuous advice and updates on Social Security policies.
It's natural to have concerns when planning for retirement, especially regarding Social Security. Some worry it's too early or too late to start planning, while others fear the process is too complicated or not worth the effort. These challenges, though real, are surmountable with the right guidance.
Postponing or navigating your planning alone could lead to missed opportunities and regrets. Our service isn't just about filing paperwork but crafting a secure, worry-free retirement. Don't let uncertainty hold you back. Reach out today, and let's secure your future together.
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.
Premier | Ultimate | |
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One-on-One Consultation with an NSSA Certified Social Security Expert | ||
Detailed Customized Social Security Filing Analysis | ||
Personalized Social Security Strategy | ||
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 | ||
Calculate Your Breakeven Point and Other Metrics | ||
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). | ||
Detailed Social Security Application Instructions | ||
Retroactive Benefit Filing Review | ||
We File For You - Online Application Assistance | ||
Unlimited Follow Up Questions | ||
Unlimited Claiming Questions Answered | ||
General discussion of Medicare, Parts A, B, C, D | ||
$795 | $995 | |
Select Plan | Select Plan |