Planning to file for your Social Security (SSA) Benefit?
I recently received updated training in 2025-2026 Social Security regulations, including claiming strategies for different situations. After initially completing the comprehensive course, there was a 4-hour exam in order to earn the RSSA certificate to better assist my clients.
Determining when to claim your Social Security benefits can be challenging. We can help you navigate these pitfalls and answer questions you don’t know to ask. We will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind.
Would love to setup a time for an initial consultation. If you decide to engage a more personalized review, you’ll receive a comprehensive personalized analysis report and advice that may provide you with thousands or tens of thousands more in lifetime benefits.
- This can be valuable information for retirement planning starting well before turning 62 when it becomes an option for most.
- Signing up for your Medicare Health Plan (Parts A&B) and your monthly Social Security retirement benefits can and should be done at different times in many cases.
- Whether your Single, Married, Divorced, Widowed, Self-Employed - Each situation can be analyzed in the reporting.
- Your personalized RSSA Analysis report shows the PIA (monthly/annual) differences in each individuals filing age - 62, 65, 67/FRA, 70, etc
My Personal RSSA Web Site - Click Here