Optimize Your Social Security Income

Speak with a Registered Social Security Analyst (RSSA) — a certified & trained Social Security expert for a complimentary consultation.

Learn more about how an RSSA can maximize your Social Security benefits based on your unique circumstances. You’ll receive a complimentary comprehensive analysis and advice that may provide you with thousands or tens of thousands more in benefits each and every year.

There is no fee for this complimentary service. Attend a workshop or call for an individual meeting.

ATTEND AN INFORMATIONAL WORKSHOP:

Attend in person & via Zoom.

See schedule for details and registration.

Can't wait? Request a free personal zoom meeting to discuss your questions. Schedule a time here.

Contact our Financial Education Coordinator with questions or to request additional information: Email Us

Scroll down to learn more about our partnership with NARSSA (National Associated of Registered Social Security Analysts).

The National Association of Registered Social Security Analysts (NARSSA),

the leader in expert Social Security education and training for Financial Professionals, announced a partnership with World System Builder (WSB), the leading community of financial professionals on a mission to deliver the best financial education to their clients and revolutionize the financial service industry through a reliable, build-able system.

The National Association of Registered Social Security Analysts provides financial professionals with a training program approved by the Internal Revenue Service (IRS), the Certified Financial Planner Board and the National Association of State Boards of Accountancy (NASBA).

The RSSA credential demonstrates that accredited financial professionals have been educated in a foundation of Social Security advanced concepts and trained to use analytical software to provide specific Social Security claiming options for clients, resulting in financially beneficial retirement strategies.

Create your online Social Security account here: https://www.ssa.gov/myaccount/

Please complete the following instructions below to allow us to get started with reviewing your benefits.

Step 1: Create your online Social Security account

Step 2: Save a copy of your Social Security Statement

Step 3: Save a copy of your Earnings Record (right click on page, select Print, select Save As PDF)

Step 4: Email your statements

Once you've downloaded your statements we can set up a time to talk with one of our Registered Social Security Analysts - a trained expert for your free consultation. You’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.

DID YOU KNOW...

96% of people don't get all the Social Security they deserve.
9 out of 10 individuals age 65 and older receive Social Security benefits.
Only 4% of people choose the optimal Social Security claiming strategy.
$1,503 was the average monthly Social Security retirement benefit in 2020... Yet $3,800+ is the maximum benefit.
$111,000 - The average household loses this much in potential income.
There are 2,728 rules governing Social Security... and there are exemptions to those rules.
Tax Day is around the corner. Did you know that Social Security benefits may be taxable?

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