During this 45 minute consultation session, we’ll walk through your personal history to help identify which Social Security benefits you may be entitled to—Retirement, Disability, Survivor, or Auxiliary benefits.

·       Understand what benefits you may claim

·       Learn how work history, age, and family status affect eligibility

·       Clarify potential timing strategies

By purchasing this service, you agree to our Client Consulting Agreement (Terms & Conditions). Once you add the service to your cart, you will be asked to acknowledge your agreement. Please see Our Process page for detailed scheduling information.

After selecting your consultation, you’ll receive an email with a link to schedule your appointment. Typically, appointments on the “first available” schedule are available within 2 days.

Once benefits begin, things can get complicated. During this 45 minute consultation session, we help you understand how to stay compliant and respond to changes.

·       Overpayments and repayment options

·       Work incentives and income reporting

·       Benefit adjustments due to life changes (e.g., marriage, divorce, dependents)

Note: We do not complete forms for clients, but we’re happy to guide you through the process.

After selecting your consultation, you’ll receive an email with a link to schedule your appointment. Typically, appointments on the “first available” schedule are available within 2 days.

By purchasing this service, you agree to our Client Consulting Agreement (Terms & Conditions). Once you add the service to your cart, you will be asked to acknowledge your agreement. Please see Our Process page for detailed scheduling information.

During this 45 minute consultation session, we help you get organized and ready to complete your own application with confidence.

·       Review required documents

·       Clarify how to approach key questions

·       Prepare for common challenges or delays

By purchasing this service, you agree to our Client Consulting Agreement (Terms & Conditions). Once you add the service to your cart, you will be asked to acknowledge your agreement. Please see Our Process page for detailed scheduling information.

After selecting your consultation, you’ll receive an email with a link to schedule your appointment. Typically, appointments on the “first available” schedule are available within 2 days.

If your benefits are denied, we can help you understand your options and prepare for next steps. During this 45 minute consultation, we will:

·       Review denial letters

·       Clarify appeal levels and timelines

·       Help you organize your case for self-representation or referral

Note: We do not represent clients in hearings or file appeals

By purchasing this service, you agree to our Client Consulting Agreement (Terms & Conditions). Once you add the service to your cart, you will be asked to acknowledge your agreement. Please see Our Process page for detailed scheduling information.

After selecting your consultation, you’ll receive an email with a link to schedule your appointment. Typically, appointments on the “first available” schedule are available within 2 days.

Have a unique situation? We’ll tailor the session to your specific needs. During this 45 minute consultation, we can discuss:

·       Mixed benefit types

·       Complex work histories

·       Coordination with other programs (e.g., SSI, Medicare).

By purchasing this service, you agree to our Client Consulting Agreement (Terms & Conditions). Once you add the service to your cart, you will be asked to acknowledge your agreement. Please see Our Process page for detailed scheduling information.

After selecting your consultation, you’ll receive an email with a link to schedule your appointment. Typically, appointments on the “first available” schedule are available within 2 days.