Expert Social Security Benefits Planning
Optimize your SSI retirement benefits as you plan for a strong financial future
Optimize your SSI retirement benefits as you plan for a strong financial future
Very few people get all the Social Security they're entitled to
The average household is losing $111,000 in potential lifetime income
Social Security gives you one chance to get it right - forever
After a successful 30+ year career in the mortgage finance industry, I started to have more and more conversations with peers as we contemplated "life after work"...what would we do if we weren't traveling the country meeting with clients, participating in industry conferences and being on a first-name basis with the airline gate agents at our home airport? Regardless of your chosen profession or life choices, we all have similar thoughts at a certain point in life and with that, for many there is a fear of the unknown when it comes to understanding retirement finances. I had heard that SSI benefits were at risk of "going away" (myth) and that they were basic, straight-forward. But when I started to dig deeper, I found out otherwise...and it was good news!
The Benefits Navigator™ was born from the desire to help people manage the retirement and disability planning process with a specific focus on Social Security (SSI) benefits as the cornerstone of retirement income. Optimizing benefits earned over the course of a lifetime and a better understanding of the benefits landscape is the way to a strong financial future. Ask me more!
In 2024, I partnered with RSSA® and received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, I passed a proctored exam in order to earn the RSSA certificate. Determining when to claim your Social Security benefits can be challenging. I will help you navigate these pitfalls and answer questions you don’t know to ask. Additionally, I will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind. Speak with me — a trained advisor — for a consultation. If you decide to engage us, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.
We love helping our clients, so feel free to schedule a meeting using the online booking link above or send me a question using the email address or contact form.
Portland, Maine 04101, United States
Kim Powers, RSSA® Owner & President kim@thebenefitsnavigator.com
Mon | By Appointment | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | By Appointment | |
Sat | Closed | |
Sun | Closed |
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