Specialized Analysis for Your Unique Retirement
Uncover every dollar you are legally entitled to.
Family & Disability: Full Analysis & Report
Our most comprehensive roadmap for complex cases involving the coordination of dependent benefits, survivor planning, or disability claims.
Ideal For:
- ›Families with minor dependents
- ›Individuals filing for SSDI
- ›Couples with a large age discrepancy
- ›High-earning dual-income households
Includes:
Complete software analysis, a physical/digital Clarity Roadmap, and a 60-minute 1-on-1 strategy review via Zoom.
Select PackagePrevious Marriage Analysis
The SSA will rarely volunteer information about ex-spousal benefits. If you were married for 10+ years and have not remarried, you may be entitled to claim up to 50% of your ex-spouse's benefit amount—even if they have remarried, and without them ever knowing.
Ideal For:
- ›Divorced individuals (married 10+ years)
- ›Widows and widowers
- ›Single individuals with a deceased ex-spouse
Includes:
Earnings record comparison, optimal claiming age roadmap, and a 45-minute 1-on-1 strategy review via Zoom.
Select PackageSingle Filer Analysis
A focused analysis to determine your exact "breakeven age." We calculate whether it makes mathematical sense for your specific life expectancy and financial goals to claim early at 62, wait until your Full Retirement Age, or delay until 70 to maximize the 8% annual growth credits.
Ideal For:
- ›Individuals who have never married
- ›Individuals married for less than 10 years
- ›Those deciding between claiming at 62 or delaying
Includes:
Breakeven calculations, optimal claiming timeline, and a 30-minute 1-on-1 strategy review via Zoom.
Select PackageThe Clarity Roadmap
Every full analysis package includes your proprietary Clarity Roadmap. This isn't a generic PDF; it is a highly detailed, personalized document plotting your exact claiming timeline based on thousands of algorithm-tested scenarios.
- Exact dates and ages to file for maximum benefit.
- Break-even analysis graphs comparing different strategies.
- Step-by-step instructions on what to say to the SSA.
Hear From Your Neighbors
"I was terrified of making a mistake that would cost me for the rest of my life. Liza made everything so clear and found us an extra $800 a month we didn't know we qualified for. "
Susan M.
Encino, CA
"Getting on the phone with the SSA was a nightmare. A 15-minute call with Liza gave me more peace of mind than months of trying to figure it out alone. Highly recommended. "
Susan M.
Woodland Hills, CA
Not sure which package is right for you? Book a free 15-minute call and we can discuss your circumstances.
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