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Explore Our Solutions
Our ROADMAP™ can help you strategize how to get the most out of YOUR Social Security benefit.
Maximize Your Social Security benefits while potentially reducing your self employment tax situation with SETARA™
Our personalized, comprehensive Cost-Benefit Comparison Report (SETARA™) can potentially help you optimize your in-retirement Social Security benefits while minimizing your pre-retirement self-employment taxes. This strategic approach can boost your overall retirement income and potentially save you tens of thousands of dollars—funds you can reinvest in your business or set aside for a more secure future.
Expert in Social Security & Retirement Planning
With extensive experience in Social Security education, consulting, and analysis, I provide valuable insights for individuals, financial professionals, and accountants. As a Registered Social Security Analyst™, Certified Financial Planner™, & Chartered Financial Consultant™, I am passionate about helping you build a sound financial foundation for retirement.
See For Yourself
You've already done the hard work of building a profitable business, so now's the time to make sure you keep more of what you've earned and enjoy the comfortable retirement you deserve. All that's needed to get started is:
1). Schedule your consultation with us.
2). Provide some basic details about your business & income
3). Receive your customized Self Employed Tax & Retirement Analysis. (SETARA™)
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