Financial Planning
Flat-rate pricing. Clear guidance. No surprises.
Our focus goes beyond just the financial aspects. We understand that retirement is about more than just money 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 financial plan with your dreams and aspirations.
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
