We help clients decide when to begin their Social Security benefits. We provide a plan which includes an income optimization analysis, strategies to avoid reduced benefits, explanations of the Social Security rules, benefits, and eligibility. We offer this service for a one time fee of $299. This one hour appointment not only includes the above but also a deep-dive analysis and support when enrolling.
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Disclaimer: We do not offer every plan available in your area. Currently, we represent 7 of 8 organizations which offer 70 of 72 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options. This is a proprietary website and is not associated, endorsed or authorized by the Social Security Administration, the Department of Health and Human Services or the Center for Medicare and Medicaid Services. This site contains decision-support content and information about Medicare, services related to Medicare and services for people with Medicare. If you would like to find more information about the Medicare program please visit the Official U.S. Government Site for People with Medicare located at http://www.medicare.gov
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