Social Security Optimization Plan - August Birthday Celebration 🎉

Your Payment Details:

  • One payment only.
  • Payment will be automatically deducted from your Credit Card or PayPal account, and you'll receive an email receipt from either Stripe or PayPal.

Here's Why You Will Love This:

  • Protect your spouse who may live longer
  • Coordinate benefits to maximize your joint lifetime income
  • Get the ex-spousal benefits you are entitled to
  • Eliminate or minimize potential earnings test penalties
  • No more wondering if you are receiving all of your benefits!

What's Included:

  • Welcome and Walkthrough Call to set expectations and build rapport.
  • Secure intake for the information needed to complete your Social Security Optimization Plan.
  • 60-minute one-to-one results session with Laurie Bodisch, RSSA® to evaluate options and determine which are best for you and your family.
  • 20+ page detailed PDF report to share with your financial advisor if appropriate. 
  • Confirmation on eligibility for retirement, spousal, and survivor benefits.
  • Personalized claiming guidance and analyses for divorce, multiple marriages, and dependent benefits.
  • Custom recommendations for Social Security survivor benefit coordination and protection.
  • Earnings test cases and initial filing year differences.
  • Analysis of future earnings impacts on your benefits.
  • Review of hidden options and pitfalls, such as 6-month retro filing.
  • 14 days of follow-up email support to be sure you have all of your questions addressed.
  • Priority scheduling with a 3-business-day turnaround from the date I receive all of your intake information.
  • Disability calculations in the event you are entitled to these benefits.

What Happens Next?

After you enter your payment details and accept the terms & conditions, you'll go to a thank-you page with instructions to set up your Welcome call!

$499.00 USD

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Social Security Optimization Plan Agreement.

The information contained below serves as a legal contract to inform you of the services I intend to provide on your behalf and the fee I will charge.

In accordance with professional standards, you must check the box that confirms that you have read and agree to the terms and conditions in this agreement.

As an RSSA@, I will provide Social Security advisory and analytical services in accordance with standards established by the National Association of Registered Social Security Analysts. In performing these services, I utilize specialized software that considers both your historical work history and hypothetical future assumptions to determine optimal Social Security benefit claiming dates and strategies. Social Security analytical and advisory services provided by a Registered Social Security Analyst involve using historical earnings records along with future earnings assumptions, expected dates of retirement, and death assumptions. Written reports of recommendations will be provided to you based on these assumptions, reflecting the conditions you expect will exist and courses of action you expect to take in the future. You, the client, are responsible for representations about your plan as to how long you will continue to work, when you will retire, and how you will live.

There will usually be differences between the projected and actual results. The realization of these assumptions and other significant information may affect the ultimate outcome and actual results, as events and circumstances often do not occur as expected. These differences may be significant. Our reports will contain a statement to that effect. We have no obligation to update our report for events and circumstances that occur after the report's publication date.

To get started, I will be sending you an email with a link to the RSSA Roadmap where you will enter your basic information and future assumptions for my use in your analyses. I will also need you to provide me with your historical earnings records. These are available online for your secure access at the SSA.gov website. Please establish your personal account online at SSA.gov, using the my Social Security link to create a username and password so that you can provide me with these earnings records. I am committed to maintaining the confidentiality and security of your information. I will never ask you to give me your Social Security number. This is not needed for your analyses. While I use third-party service providers, including cloud-based software, to provide this service to you, I maintain internal policies, procedures, and safeguards to protect the confidentiality of your personal information. Additionally, I take every reasonable precaution to ensure that appropriate procedures are in place to prevent the unauthorized disclosure of your confidential information to others.

My fixed fee for this engagement is $499, based on the estimated amount of time required to gather your historical and hypothetical information, perform the analytical procedures, provide personalized Social Security analytical and advisory services, and review the final results with you to ensure your satisfaction. One hundred percent of the total fee is payable at the commencement of the engagement.

I appreciate the opportunity to serve you and believe this letter accurately summarizes the key terms of our engagement. If you have any questions, please don't hesitate to let me know. If you agree with the terms of our engagement as described in this letter, please continue to the payment page.

I look forward to working with you to provide the information needed to make an informed decision about Social Security claiming, so you can retire with confidence.