Welcome to Benefit Strategy Co
Emphasize expertise in Social Security, Medicare, and retirement consulting
Expert Social Security & benefits consulting to help you navigate SSA, Medicare, and disability with clarity.
Retirement Fund Services
Protect Your Assets
Expert strategies to protect your assets from unexpected risks. Ensure your wealth remains secure, no matter the challenges.
Risk & Financial Security
Effective techniques to reduce financial risks and enhance security. Build a solid foundation for your future with proven risk management.
Secure Your Future
Get expert insights to safeguard your wealth for the long term. Plan ahead to ensure financial stability and peace of mind.
About Us
Our team of experienced consultants will work closely with you to assess your current Social Security and Medicare situation, identify your retirement goals, and develop a personalized plan tailored to your needs.
Our focus goes beyond just Social Security and Medicare. We understand that retirement is about more than just finances; it’s about creating a fulfilling and meaningful post-work life. Our consultants will work with you to envision your ideal retirement lifestyle and develop strategies to achieve it. Whether it’s traveling the world, pursuing hobbies, or giving back to your community, we will help you align your Social Security and Medicare plan with your dreams and aspirations.
WORK WITH SARAH
With 15+ years in Social Security, I guide clients through benefits, Medicare, and disability with clarity and confidence. My mission is take the stress out of the process and make sure you get every dollar you’ve earned.
SERVICES
Social Security and Medicare plans that fit your needs from first-time filings to complex appeals.
BOOK A CONSULT
Schedule a free 15 or 30 minute session to get answers with nopressureor obligtion.
HELPFUL RESOURCES
Access comprehensive guides, checklists, and helpful tools to make your next step clearer and more confident.
Serving Clients Nationwide
Preserve and Grow Your Growth Investment
Quick Consults
Free Consultation
- Tell me your situation, and I'll point you in the right direction - for free.
- This is for initial direction only; deep case work is part of paid services.
Build Your Strategy with Confidence
STRATEGY Guidance
UNSURE WHERE TO START?
Your path starts here. Whether it’s retirement, disability, or Medicare, I’ll help you understand what you’re eligible for — and how to claim it confidently.
FACING A COMPLEX CASE?
Dealing with a denial or confusing benefit options? I offer personalized strategy sessions to give you clarity, confidence, and a plan forward.
Through one-on-one sessions, I’ll guide you through a personalized plan for Social Security, disability, retirement, or Medicare. Whether you're applying for the first time or appealing a denial, I’ll help you move forward with clarity and confidence.
Step-by-Step Support That Works for You
Plan with Confidence
client success story
Our Testimonials
The team at Benefit Strategy Co helped me create a personalized capital gains plan that gave me the confidence to retire early. Their expertise and attention to detail made all the difference in securing my capital gains future.
our resources & tools
ACCES YOUR SSA ACCOUNT
CLAIM CHECKLIST
Before You Apply:
1- Create or log into your my Social Security account.
2- Review your earnings record for accuracy.
3- Gather personal identification (driver’s license, state ID, or passport).
Documents You’ll Need:
1- Birth certificate or proof of birth
2- Proof of U.S. citizenship or lawful alien status
3- Marriage or divorce certificates (if applicable)
4- Military service records (if applicable)
5- W-2 forms or self-employment tax returns for the last year
6- Bank account information for direct deposit
If Applying for Disability Benefits:
1- Medical records and recent test results
2- List of medications and dosages
3- Contact information for doctors, hospitals, and clinics
4- Work history for the past 15 years
RETIREMENT TOOLS
