Geoff Peterson
RSSA®, CFP®, ChFC®
Geoffrey Peterson is a trained RSSA®, CFP®, ChFC® with expertise in Social Security regulations and claiming strategies for various situations. Deciding when to claim Social Security benefits can be challenging, but Geoffrey will guide you through the process, helping you avoid common pitfalls and address important questions. He integrates Social Security choices with your overall retirement planning to give you peace of mind. Schedule a consultation with Geoffrey Peterson for a personalized analysis and expert advice that could potentially increase your lifetime benefits by thousands.
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Maximize Your Social Security Benefits
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse in addition to your own Social Security payments.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you during your retirement years.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood.
The Perfect Customer Experience
“Geoffrey Peterson has been a wealth of knowledge as we aim to maximize our retirement. He provided invaluable insights into my Social Security options, helping me make the best choices for my future.”
Ryan A.
“I had an excellent experience working with my RSSA®! They provided clear, detailed guidance on optimizing my Social Security benefits, helping me make informed decisions for my retirement.”
Adam B.
“Working with my RSSA® was a game-changer for my retirement planning. They took the time to analyze my unique situation and provided a customized strategy to maximize my Social Security benefits.”
Jennifer W.