250 US dollars
200 US dollarsFor financial advisors, CPA, insurance agents and third party estate planners
300 US dollars
Book a Session
Comprehensive Benefit Analysis
90 min | $250
Social Security education and scenario modeling
A deep-dive analysis that models your Social Security claiming options, compares various scenarios, and explains the trade-offs involved. Focus is exclusively on SSA-specific education and benefits analysis.
Best for: Individuals or couples seeking to understand how Social Security timing impacts their benefits through clear, comparison-based analysis.
Foundation Strategy Session
60 min | $200
Essential planning for retirement security
An introductory consultation focusing on your primary filing options and identifying potential pitfalls in your current retirement timeline.
Best for: Early-stage planners who need to understand the core mechanics of Social Security before diving into complex modeling.
Third-Party Advisor Collaboration Session
Specialized Social Security support for advisors
60 min | $300
A focused working session for financial professionals who want to validate their understanding of Social Security rules, pressure-test complex client scenarios, or get clear guidance on edge cases.
Best for: Advisors who want expert backup on Social Security so they can confidently guide their own clients.