I can help you get the money you earned and are entitled to.
The average household loses over $110,000 in potential income by making the wrong Social Security claiming decisions.
You may be able to collect up to one-half of your spouse’s benefits.
You may qualify for Social Security Disability Insurance benefits.
You may decrease your payroll taxes and still receive maximum benefits.
You may qualify to receive Social Security benefits from your ex-spouse.
You may qualify to receive survivor benefits that are greater than your own.
If you are a lawful permanent resident, you may qualify for Social Security.
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We review your full Social Security picture — work history, marital status, any pensions or other income.
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We map out your options with simple, easy-to-understand illustrations of different claiming strategies.
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We deliver a personalized report with an exact filing plan (timing, steps, estimated benefit amounts).
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We answer your questions, support your decision-making, and help you execute (or coordinate with your advisor).
Get the Most Out of Your
Social Security Benefits
With hundreds (and sometimes thousands) of filing options, getting the most from Social Security can be a complex decision. As a Registered Social Security Analyst, I can help you answer common retirement questions like:
When is the best time to claim?
Can I get benefits from my ex?
What should I do if I'm self-employed?
Can my children get benefits?
What about dependents with disabilities?
How will my pension impact my benefits?
And so much more...
At the completion of your analysis, you will be provided with a comprehensive planning report outlining your benefit considerations in a way you can easily understand; with instructions for when and how to file, calculations, definitions, and much more.
Are you unsure about your Social Security or Financial options?
Caroline Raker can help. Schedule your consultation with her, today:
An experienced financial consultant can help you navigate the waters of uncertainty with ease.
Our firm is staffed by proven insurance professionals committed to providing our clients with highly personalized service.
This is a solicitation for insurance.
Information on this site is for educational purposes only and is not legal, tax, or insurance advice. Coverage and product availability vary by state and carrier. We are not connected with or endorsed by the U.S. government or the federal Medicare program. Contacting us may result in communication from a licensed insurance agent.