Secure Your Retirement

Expert Guidance for Your Social Security Application

Your Social Security benefit is a significant part of your retirement plan. Social Security is designed to supplement about 40% of your pre-retirement earnings, which is critical in an economy where pensions are less available and saving is challenging. For the average person living to life expectancy, a benefit of just $1300 at age 62 could result in over $200,000 in lifetime benefits. Ensuring you receive the correct amount from the start can make a major difference in the long-term return on your Social Security investment.

My representation service is designed to help you accurately and completely file your online retirement application. I provide customized, one-on-one virtual customer service, guiding you through the application on your own my Social Security account. You can rest assured that your application will be accurate and complete, helping you secure your best entitlement.

Pricing special

Representation Retainer: Limited-Time Special Offer!

 

For a limited time only, I am offering special reduced rates for my representation services. Book now to secure your savings!

• Special Rate - Standard Representation Retainer: $200 (Regularly $400)
• Special Rate - Complex Representation Retainer: $350 (Regularly $700)*

 

*For applications with earnings over $100k due to additional complexity

How My Retainer Works:

By law, any appointed representative must obtain authorization from the Social Security Administration (SSA) before collecting payment for services. When you retain my services, the amount listed above will be collected as a retainer and held in a dedicated trust account pending SSA’s approval. After you receive notification from the SSA authorizing payment, your retainer will be transferred from the trust account to close your balance.

How to Get Started in 5 Simple Steps

1. Check Your Eligibility: This service is for individuals who are within four months of age 62 (or older) and are ready to file their retirement application. Please only complete the contact form to schedule your appointment if you are prepared to file.
2. Complete the Contact Form: Complete the contact form to schedule your virtual appointment. All scheduling is based on Eastern Standard Time.
3. Complete Forms & Submit Retainer: You will receive an electronic Appointment of Representative form, a fee petition, and an invoice for the electronic transfer of your retainer. Your appointment will be officially scheduled once all forms are completed and returned, and your retainer is in the trust account.
4. Prepare for Our Meeting: Before our appointment, you must have an active my Social Security account established. You will also need a virtual meeting application such as Zoom, FaceTime, or Google Meet.
5. Attend Your Virtual Filing Session: At your scheduled time, please be logged into your my Social Security account. I will join you virtually to guide you through the entire application, explaining the questions as we go. Most sessions take about one hour to complete; if our time exceeds this, additional charges may apply.

Important Information

• Services Offered: My service is exclusively for representation in completing the online retirement application.
• Consulting Services: Please note that I do not offer consulting services directly to the public at this time. However, consulting services are available through the network of financial firms I partner with.
• Services Not Offered: I am not currently providing disability representation.
• Scheduling: Appointment availability varies. If scheduling might impact your most advantageous month of entitlement, you will receive additional instructions.

Ready to file your Social Security application with confidence? Complete the contact form today to book your appointment at the special reduced rate!