LET ME SIMPLIFY SOCIAL SECURITY FOR YOU
Hi, I’m Angela—Your Personal Social Security Guide
I’m not a financial advisor, and I don’t sell annuities, bonds, or financial products. I’m someone with 15+ years of hands-on experience working for the Social Security Administration—experience I now use to help people just like you feel informed and confident when navigating Social Security and Medicare.
After years of watching people walk into SSA offices overwhelmed and anxious, I realized what was missing: personalized, one-on-one support. That’s what I offer now—clear, approachable guidance without the wait times or confusion.
Here’s how I can help:
Walk you through your Social Security and Medicare filing options
Identify benefits you may be missing (like spousal or ex-spouse benefits)
Explain what to expect before applying, so you don’t make costly mistakes
Clarify SSA rules, timelines, and forms in plain language
Troubleshoot issues or confusion around your current benefits
Offer policy expertise so you feel confident every step of the way
Let’s make Social Security simple. Book a time to chat—I’d love to help.
How can I help you?
This option is designed for quick guidance on one or two Social Security-related questions.
It’s perfect if you need help with a specific issue—like completing a form or getting clarity on a particular scenario. This session is limited to addressing 1–2 focused questions.
This session is ideal for individuals or couples beginning to explore their Social Security and Medicare options. It’s common to have many questions during this stage. You’ll have 60 minutes with Angela to review your filing choices, identify the necessary documents and forms, and get answers to any other questions you may have.
This is a great options for people who feel overwhelmed and want to "get their ducks in a row".
Partner with a former SSA claims expert to better serve your clients. You can send clients to me for 1:1 consults or retain me for policy Q&A. I help interpret SSA policy, timelines, and filing strategies so you can stay focused on investment advising.
Need a knowledgeable speaker to answer real questions about Social Security? I’ll bring 15+ years of field experience and policy knowledge to your financial wellness event, retirement workshop, or webinars.
