Sixty years of Social Security experience
Clarity for the most important decisions when it comes to Social Security.
Social Security First Planning is here for individuals, organizations, employers and financial advisors interested in learning more about Social Security.
Not affiliated with or endorsed by the Social Security Administration.
60+
Years combined SSA experience
2
Former SSA specialists on your side
100%
Focused on Social Security
Who we serve
A specialist on your team to help you make educated decisions.
We established this business to work alongside individuals planning for retirement or needing assistance with matters revolving around their retirement. We also work alongside financial advisors providing education and guidance on the Social Security matters that impact an individual's retirement plan.
Meet Valerie and LisaWhat we do
- Retirement application guidance
- Spousal, Survivor and Dependent application guidance
- Medicare application guidance
- IRMAA issues and appeals
- Overpayment waiver requests
Ready to talk through your Social Security decisions?
Share a bit about your situation using our intake form and we'll follow up to schedule your consultation.
Start the intake form