Social Security Income Planning Services

Shannon has received training in Social Security regulations, including claiming strategies for all different situations. After taking the comprehensive course, Shannon has passed a proctored exam and earned the RSSA® certificate. Determining when to claim your Social Security benefits can be challenging. There are over 2700 rules in the Social Security Manual, and seeking personal claiming assistance from the Social Security Administration is not an option.  Shannon will help you navigate the pitfalls and answer questions you don’t know to ask. Shannon will balance your Social Security choices with your overall retirement planning. Speak with Shannon — a trained advisor — for a consultation. If you decide to engage Shannon, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.