LET ME SIMPLIFY SOCIAL SECURITY FOR YOU

Hi, I’m Angela—Your Go-To Guide for Social Security Clarity

I’m not a financial advisor, and I don’t sell products. I’m a former Social Security claims expert with over 15 years of hands-on experience inside SSA—and now, I use that experience to help people feel informed, prepared, and confident when navigating Social Security and Medicare.

I started this work because I saw how often people left SSA offices feeling overwhelmed, confused, or dismissed. What was missing? Personalized support.

That’s exactly what I offer:
Clear, one-on-one guidance—no long wait times, no government jargon, no guesswork.

Here’s how I can help:

  • Walk you through your Social Security and Medicare filing options

  • Flag benefits you might be missing—like spousal or ex-spouse eligibility

  • Explain what to expect before you apply, so you avoid costly missteps

  • Break down SSA rules, timelines, and forms in plain, human language

  • Troubleshoot issues with your current benefits

  • Offer expert insight so you can make decisions with confidence

How can I help you?

A focused consult for one or two specific questions.

Feeling mostly confident but want a second opinion? This session is designed to help you clarify a specific issue without overcommitting your time or budget.

Common reasons to book:

You’re unsure about a specific eligibility rule

  • You want to double-check your filing timing

  • You’ve received a confusing SSA letter or estimate

  • You need a quick document review

  • You’ve already started benefits and just have a question like, “Do I need to report this?” or “What happens next?”

Includes up to two document reviews and a personalized explanation based on your situation—not just the generic SSA answer.

A comprehensive consult when you’re starting from square one—or navigating something complex.

Whether you’re overwhelmed, newly eligible, or dealing with a more complicated situation then this is the session for you. We’ll walk through everything together so you can move forward with clarity and confidence.

Common reasons to book:

  • You’re not sure when—or how—to file

  • You want to compare your benefit options (retirement, spousal, survivor)

  • You need help coordinating Medicare enrollment or understanding IRMAA

  • You’re divorcing or widowed and want to know how it affects your benefits

  • You’ll get a personalized roadmap, clear explanations, and a follow-up summary you can refer back to. This is the session where we look at the full picture and make sure nothing gets missed.

I help financial professionals, CPAs, and Medicare advisors save time, reduce risk, and better serve their clients.

Whether you need a go-to expert for quick policy checks, someone to take the lead on complex filing questions, or a trusted resource for 1:1 client consults—I'm here to make Social Security simpler for everyone.

Refer clients for personalized consults

Get behind-the-scenes support on timelines, eligibility, and exceptions
Avoid costly delays, misinformation, or guesswork
Stay focused on your zone of genius while I handle SSA strategy.