Social Security

Social Security: Everything You Need to Know

Claiming your Social Security Retirement Benefit can be a complicated and difficult task. There are over 2,000 rules which govern how benefits are determined and thousands of claiming strategies.

Whether you are considering retiring soon or years in the future, we can help you answer questions like:

How do I calculate my benefit?
Will taking an Early Benefit, Full Retirement Age Benefit, or Delayed Benefit provide me with the most income?
How will earning income after I start collecting affect the amount of my benefit?
What is a Spousal Benefit?
Can I collect a benefit if I am divorced?
What is a COLA?
How much will my spouse receive after my death?

Social Security Planning

We have a Registered Social Security Analyst® (NARSSA.com) who will use the RSSA Roadmap® software to review your results and help you choose a claiming strategy based on your retirement income needs and goals.

The RSSA Roadmap® is a cloud-based Social Security optimization software developed by the National Association of Registered Social Security Analysts (NARSSA). It assists individuals, couples, and financial professionals in determining the optimal time to claim Social Security benefits, aiming to maximize lifetime income.

Here is our 4 step Social Security Planning Service

01

Tell us a little bit about yourself.

Complete our easy to use personal profile so we can learn a little bit about you and prepare for our first conversation.

02

Learn about your Social Security Retirement Benefit choices.

Click here to review the RSSA Roadmap©. Then schedule a time to discuss your retirement strategy and review how the RSSA Roadmap© can help you.

03

Review your Social Security Retirement Benefit Options.

We will review your personalized RSSA Roadmap© and make sure you understand all your options.

04

Receive ongoing service.

We understand your situation may change and we know that each year your Social Security Benefits change. So, we provide informational updates and an annual review process to make sure you are happy.

Complete our easy to use personal profile so we can learn a little bit about you and prepare for our first conversation.

Schedule a Meeting

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© 2025 EPV Insurance. All Rights Reserved.
We do not offer every plan available in your area. Currently I represent four organizations which offer thirty-five products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.