Maximize Your Social Security Retirement Benefits
Expert guidance from an SSA-certified representative to navigate the application process and secure the benefits you deserve
Don't Navigate the SSA Application Alone
While the Social Security Administration (SSA) has streamlined the online retirement application, the questions posed are more complex than they appear. How you answer them can significantly impact the amount of benefits you receive. Having representation can help alleviate the stress and confusion associated with this critical process.
SSA employees are tasked with processing your claim and safeguarding the trust funds; their role is not to advise you on how to maximize your personal benefits. For example, they will generally not provide comprehensive advice on complex issues like determining your most advantageous month of entitlement or how a retirement severance package might affect your benefits for the year. These are just a couple of examples of what can impact your entitlement.
Your Advocate for a Secure Retirement
My role is to provide you with financial guidance and to ensure you are fully informed of your rights and options when filing your application. My guidance is designed to maximize your benefits and streamline your application experience. I will help you navigate the application so you fully understand each step and are confident in your answers.
Much like filing taxes with the IRS, you are not required to have representation when you file with the SSA. However, just as some people prefer to utilize an advocate to ensure their tax return is accurate, representation for Social Security can be essential for anyone who wants expert financial guidance.
Qualified, Certified, and Accountable Representation
You are entitled to have a qualified representative, such as an attorney experienced in SSA law or an Eligible for Direct Pay Non-Attorney (EDPNA), represent you before the administration.
I am an EDPNA officially certified by the SSA to represent you. To earn this certification, the SSA requires that non-attorney representatives pass a rigorous exam, undergo a background check, and have their credentials verified. I am held to high ethical standards, must complete annual ethics training to remain in good standing, and can be penalized by the SSA for any unprofessional conduct. When you retain my services, you can be assured you are receiving qualified, professional representation.
How It Works: A Transparent, SSA-Approved Process
To protect applicants, the SSA controls how representatives are paid. You cannot choose to pay someone directly to represent you. All representatives must be certified as qualified by the SSA and are required to submit retainer requests directly to the administration for approval before receiving payment. My retainer is paid in advance and held pending the SSA’s final approval, ensuring a transparent and secure process for my clients.
Ready to secure the retirement benefits you've earned? Take the first steps towards a confident retirement. Contact me today to ensure you're making the most informed decisions for your future.
