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 won't volunteer information about ex-spousal benefits, and leaving it up to them can cost you dearly. If you were married for 10+ years and are currently unmarried, you may be entitled to up to 50% of your ex-spouse's benefit amount. The best part? You can claim this even if they have remarried, and they will never be notified. I will dig into the rules to find your hidden benefits.
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
Stop guessing when to retire. This focused analysis determines your exact 'breakeven age.' We will calculate whether it makes mathematical sense to claim early at 62, wait until your Full Retirement Age, or delay until 70 to capture the 8% annual growth credits. You get a timeline tailored to your exact life expectancy and financial goals.
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 package includes your proprietary Clarity Roadmap. It is a highly detailed, personalized blueprint plotting your exact claiming timeline based on thousands of algorithm-tested scenarios. It even includes step-by-step instructions on exactly what to say to the SSA when it's time to file, so you can push back if a representative gives you the wrong information.
- 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. "
Robert & Linda
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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