Financial Planning
BENEFITS
MADE SIMPLE.
CLEAR GUIDANCE.
FLAT-RATE PRICING.
Whether youre applying for disability, planning retirement, navigating Medicare, or recovering from a denial. I offer strategic, one-on-one support without hourly billing or confusion.
Packages start at $95 - tailored to your needs.
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.
FULL-SERVICE & PACKAGE PRICING
All services include relevant SSA forms, step by-step guidance, and filing support.
$95
MEDICARE REVIEW & ENROLLMENT SUPPORT
Plan comparison, enrolment guidance, and SSA coordination.
$125
RETIREMENT BENEFIT STRATEGY SESSION
Personalized review of your Social Security options
$165
MEDICARE MADE SIMPLE PACKAGE
Guided Medicare application process with checklists and enrolment support.
$195
MOST POPULAR READY-TO-FILE PACKAGE
30-min strategy session, document guidance, and provide guidance to strengthen your case.
$225
APPEALS PACKAGE
Review denial. prepare appeal forms,provide guidance to strengthen your case.
ADDITIONAL SERVICES
Need help with something not listed above? I also provide support for:
1- Reconsiderations & appeals (all stages)
2- Continuing Disability Reviews (CDRs)
3- SSA correspondence & follow-up
4- Work Activity Reports
Pricing for these services is provided after a free consultation, so your quote is tailored to your specific needs and situation.
"YOU'VE EARNED THE BENEFITS— I'LL HELP YOU UNDERSTAND THEM PLAN WISELY, AND CLAIM WITH CONFIDENCE."
Benefit Strategy Co.
Confidently file your Social Security, disability, retirement, or Medicare claim.
✔️ 30-minute strategy session
✔️ Application checklist + document guidance
✔️ SSA form review and prep
✔️ Personalized filing steps
✔️ Email summary + follow-up tips
Best for SSDI, SSI, retirement, survivor, and Medicare applications
Turn a denial into a clear next step with expert appeal support.
✔️ 60-minute consult
✔️ SSA denial letter review
✔️ Appeal timeline + options
✔️ Appeal letter guidance or draft
✔️ SSA reconsideration walkthrough
Best for SSDI/SSI denials, retirement delays, and overpayments
Plan your Medicare enrollment with confidence.
✔️ 45-minute consultation
✔️ Overview of Parts A, B, C, and D
✔️ Enrollment timing + penalty guidance
✔️ Coordination with employer/retirement coverage
✔️ Personalized action timeline
Best for those turning 65, or SSDI recipients transitioning to Medicare
Quoted individually after consultation based on your specific needs.
✔️ SSA form assistance
✔️ Work history report creation
✔️ Appeal letter drafting
✔️ SSA correspondence review
✔️ Post-filing follow-up session
✔️ Expedited Reinstatement (EXR) support
✔️ Continued Disability Review (CDR) prep + documentation support