Specialties
Planning for Retirement? I provide help determining your optimal Social Security claiming option and work with those 55+ as a licensed RSSA. This is not a Social Security Office nor do I have the ability to help with SSDI disability claims.
Social Security is often a significant part of retirement income, and I’m here to help you navigate your claiming options. As a Registered Social Security Analyst (RSSA), I specialize in Social Security analysis for individuals 55 and older, providing guidance on the factors that impact your decision, such as health, marital status, previous marriages (especially if you were married for 10+ years and are currently single), other income sources, or the loss of a spouse or parent.
I focus solely on Social Security, not investment or tax planning, to help you make the most informed choice. The best time to start the conversation is at age 55 or older, and before you've started collecting benefits.
Let’s work together to find the best strategy for your situation!
History
Established in 2023.
Helping You Navigate Social Security and Retirement Planning
Established in 2023, I bring 40 years of experience helping families achieve homeownership, now channeling that passion into guiding those 55+ through retirement planning. After facing the complexities of Social Security myself, I discovered a new mission: making the process simple and straightforward for others.
Let’s discuss your retirement options and find the best Social Security strategy for you. Schedule a free 15-minute consultation to see how I can help. If it’s a good fit, we'll dive deeper into a personalized plan tailored to your unique situation.
Meet the Business Owner: Wendy B.
I appreciate every day that I can bring understanding and knowledge to my approaching Social Security age clients. I am a new Nana to Emmie Rose and am already collecting so I know the ins and outs. Let me help you too!