WHO WE SERVE
COMPANIES
We work with companies of all sizes across the country.
Our services include:
In-person or virtual lunch and learn presentations for employees, the executives, or both.
Company visits can be customized based on the employer objectives and the number of services they choose to offer to their employees.
FINANCIAL
PROFESSIONALS
We work with financial advisors, accountants, and specialty lawyers.
Our services include:
Educational presentations and workshops directly for financial professionals looking to better understand the opportunities our SSA program provides for their clients.
Client direct presentations and group events.
INDIVIDUALS
We work with individuals.
Our services include:
Personal SS Phone Consultations scheduled directly with individuals and couples looking to better understand their unique
options. This service includes a personalized SS Analysis Summary Report.
Online application assistance and decision appeal support/guidance.