Specialized help when it matters most.
Every engagement is educational and consultative. We help you understand your options, so you can make confident decisions.
Retirement education and application guidance
Support understanding the application process and what to expect at each step, including filing online applications through SSA.gov.
Spousal, Survivor and Dependent application guidance
Support understanding who else may be entitled to benefits on your record. What about your spouse, ex-spouse, child or even a stepchild or disabled child? We can help you determine potential eligibility of dependents.
Educational Presentations
Clear, jargon-free retirement planning for individuals, organizations, employers and financial advisors.
Medicare application guidance
Support understanding Medicare. What parts of Medicare do you need to apply for and when? What do you need to do if you are still working and covered by health insurance with your employer, and what about your spouse? We can help you answer these questions.
IRMAA Issues & Appeals
Guidance on Income-Related Monthly Adjustment Amount (IRMAA) decisions and how to request a new determination based on a qualifying life changing event when circumstances change.
Overpayment issues including waiver requests
Help navigate Social Security overpayment notices and prepare appeals and/or waivers as related to retirement issues.
Not sure where to start?
Complete our intake form and we'll reach out to schedule a consultation tailored to your situation.
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