I Want To Help You Get Every Dollar In Social Security Retirement Benefits You Deserve

The Social Security system is confusing, hard to navigate, and at times, impossible to understand. Together, we can cut through the complexity to solve your problems and seize opportunities

Reserve Consultation

If you’re like most of my consulting clients, you’ve probably recently retired or only have a short time left before you stop working and enter your retirement years.

This should be an exciting time -- but you could be more stressed than ever because you're finding the amount of information you have to sort through and make decisions with is overwhelming.

You may find yourself asking questions like:

  • Is the information I’ve been told about Social Security correct? What’s true, and what does (or doesn’t) apply to me?
  • How do I know what to believe if I hear conflicting information?
  • Am I maximizing the income I could receive from Social Security?
  • What does this letter from the Social Security Administration mean and how do I respond? 

Any of those questions sound familiar? Wouldn’t it be nice if you could get clarity? Know the right answers? Feel confident that you’ve made the best choices for you and your future?

Now you can. You don’t have to keep wondering, second-guessing, or feeling doubtful that you’re doing things right. Schedule your consultation with Devin today so you can relax and, more importantly, spend your time and energy on what you love most… and not on worrying about Social Security.

Who should reserve a consultation? 

Over the years I've advised clients with a wide range of diverse scenarios, but I generally find these consultations to be the best fit for anyone who:

  • Wants to make sure they are maximizing their Social Security benefits
  • Wants to solve a problem with their retirement benefits
  • Wants a second opinion on their filing strategy
  • Wants to understand how the WEP & GPO applies to their situation

With that said, there are also certain individuals who SHOULD NOT reserve a consultation. This is not a good fit for anyone who:

  • Needs help applying for, or appealing, Social Security Disability benefits
  • Needs any assistance with Supplemental Security Income (SSI) or any other government benefits program

 

A little more about Devin...

If you follow me on YouTube or my blog, you already know that I'm really passionate about simplifying Social Security into something that's understandable. This passion coordinates perfectly with my day job as a full-time financial planner who works exclusively with clients preparing for retirement.

In 2015 I launched Social Security Intelligence, an retirement education platform that now reaches more than 1,000,000 monthly users.

Along the way I've been asked to contribute my expertise to publications such as Forbes, US News & World Report, NBC, Inc. AARP, and many others. 

 

Reserve Consultation

How does a consultation work? 

I like to keep this very easy and straightforward. There are only three simple steps to our consultation process. 

Reserving Consultation

Once you reserve your consultation by payment, you'll be directed to a page which discusses the next steps. This page will include a link to contact my office for scheduling/additional questions, a short questionnaire, and a link to our encrypted upload portal for your documents.  

Information Collection

The information collection phase will begin as soon as you complete the first step. After you provide the information requested at the conclusion of step 1, I'll examine it and fill in any missing pieces. This often means that I'll need to trade an email or two with you to obtain more details. 

Our Meeting

Once all information has been obtained and analyzed, my office will reach back out to you to schedule an meeting. This meeting will occur on the phone (unless you prefer email). This phone call should take approximately 20-30 minutes. After our meeting I will follow up with an email summary of our discussion. 

Reserve Consultation

How much is a consultation? 

In most cases, $500. 

This includes

  • My personal review of the data you have provided
  • My follow up questions for clarification
  • A phone call of up to 30 minutes
  • A follow up email with a summary of our consultation. 

If your case will require more time or services than what is described above, each additional hour will be $200. (Don't worry about surprises...this rarely happens and you'll always be notified beforehand.) 

Frequently Asked Questions

If your question is not answered below, please feel free to reach out to my team.