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Better Financial Future
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Questions About Insurance Call or Text: 904-878-0205
As a Registered Social Security Analyst
As a Registered Social Security Analyst
I am able to provide you with a unique Social Security plan, to help you decide on the optimal claiming decision and help you maximize your Social Security claiming strategy to increase your lifetime benefits. Regardless of your current age.
Bridging The Gap To A More Secure Retirement
Bridging The Gap To A More Secure Retirement
For most people, Social Security is a key piece of the retirement puzzle, but rarely the entire picture. I'll work with you to analyze your overall needs and explore additional products that can bridge the income and medical gap. The result is a robust strategy that offers the monetary confidence and stability you need to enjoy the time beyond work with a lifestyle you've earned.
Maximize Your Social Security Benefits
Maximize Your Social Security Benefits
Discover important information for your situation.
Disability
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits - and how you qualify for them - are often misunderstood.
Divorced
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse - in addition to your own Social Security payments.
Immigrants
Immigrants
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits.
Married
Married
If you are married, you may be able to collect up to one-half of your spouse's Social Security benefit. This won't affect your spouse's checks.
Self-Employed
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes - yet still receive the maximum income from Social Security.
Single
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important.
Widowed
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you.
The IRS recognizes the RSSA Certificate Program for continuing education (CE) credits.
Bridging the Monetary Gap
Better Financial Future
Better Financial Future
As a Professional Licensed Insurance Agent, my mission is to help you navigate the complexities of plan options so you can make the best decision for your needs. I pride myself on working with top carriers offering a wide variety of plans and benefits. Starting with Social Security regardless of age.
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