A few ways

I Can Help You & Your Clients

1:1 Consultations

1:1 Social Security Consultations


This consult is designed for professionals who need accurate, case-specific guidance on Social Security benefits for their clients—whether you're preparing someone to file, reviewing a recent SSA decision, or confirming the correct course of action.

We'll walk through how SSA policy applies to your client's unique situation and ensure you understand the relevant rules, responsibilities, and next steps before proceeding.

Common topics include:

Retirement, Spousal, Survivor, or Child-in-Care benefits

  • Disabled Adult Child (DAC) eligibility and coordination

  • Filing timing and life event planning

  • Letters, overpayments, or past SSA decisions

  • What to report, when to follow up, and how to avoid mistakes

You will receive:

  • Retirement, Spousal, Survivor, or Child-in-Care benefits

  • Disabled Adult Child (DAC) eligibility and coordination

  • Filing timing and life event planning

  • Letters, overpayments, or past SSA decisions

  • What to report, when to follow up, and how to avoid mistakes

This consult is designed for in-depth questions that deserve more than a quick answer—so you can move forward with clarity and confidence.

Monthly Packages

SSA Support for Financial Professionals


Customized monthly retainer packages are available to support you and your clients, designed to fit the level of access and support you need.

Ready to connect?

Schedule your 15-minute call HERE

Looking forward to learning more about your work.

This 15-minute meeting is intended to explore how we might work together. It’s not a consulting session and won’t include case-specific guidance.

If specific client scenarios or detailed questions come up, I’m happy to explain how I can support those needs through my consulting services, which would be billed separately.

Special Events

Public Events


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.