Maximize Your Social Security Benefits with Confidence
As a Registered Social Security Analyst® , I can help you create a clear strategy for retirement income.
Personalized Analysis
I can analyze all of your claiming options and Social Security rules that impact your benefits.
Consultation
I can review your results, educate you on the rules that may impact your decisions, and answer all of your questions.
Optimization
I can help you choose an optimal claiming strategy based on your needs and goals for your planned retirement.
Latest Insights
.jpeg)
An advocate for aging with dignity and planning with power.
Natalie is a licensed health insurance agent and Certified Financial Fiduciary® (CF2) who specializes in Medicare and long-term care planning. She holds the Long-Term Care Professional (LTCP) designation and is certified by the National Association of Registered Social Security Analysts (NARSSA) as a Registered Social Security Analyst® (RSSA®). Through her combined fiduciary commitment and dual expertise in healthcare coverage and retirement income strategies, Natalie helps clients understand how Medicare, Social Security, and long-term care work together within a comprehensive plan. Her personalized, educational approach empowers clients to make informed decisions that support their health, financial security, and peace of mind throughout retirement.
.png)