A few ways

I Can Help You & Your Clients

1:1 Consultations

1:1 Social Security Consultations
Whether you're an individual preparing to file or a financial professional needing expert insight, I offer direct, personalized support.

Individuals & Professionals Can Book Single Sessions:

  • 60-minute session – $225
    Comprehensive support for filing strategy, benefit coordination, and eligibility questions.

  • 30-minute session – $125
    Best for quick policy clarifications, document reviews, or second opinions.

All sessions are held via Zoom and include a follow-up summary with key takeaways.

Monthly Packages

Ongoing SSA Support for Financial Professionals
Choose a monthly package of 4, 8, or 12 hours — to be used flexibly throughout the month in 30-minute increments. Use your time for quick SSA policy questions, joint client consults, or strategy reviews.

  • Response time: Within 60 minutes during business hours (Mon–Fri, 9:00 AM–4:30 PM EST)

  • After-hours use: Billed as a full hour

  • Tracking: Time-stamped calls, texts, and emails

  • Rates:
     ▸ 4 hrs – $855/month
     ▸ 8 hrs – $1710/month
     ▸ 12 hrs – $2565/month

  • Includes 5% discount off standard hourly rate ($225)

  • Prepay 6 months for an additional 10% discount

Special Events

Bring a Social Security Expert to Your Next Workshop or Webinar
Social Security is one of the most confusing — and most important — pieces of the retirement puzzle. I help make it clear.

With over 15 years of experience inside the Social Security Administration, I now offer live Q&A support and simplified policy breakdowns for financial wellness events, retirement workshops, and client education sessions.

Whether you’re hosting a seminar, webinar, or client appreciation event, I can join as a guest speaker to answer real-world questions, clarify complex rules, and help your audience feel confident about their next steps.