Work With Melissa
1
Consultation
If you are in the planning stages or simply want to learn about when the best time is for you to start your Social Security benefits, book a 30-minute consultation to get all of your questions answered. If you are a financial advisor, this time may be used to discuss a variety of client issues or for training purposes.
2
Application Filing
If you have already completed a consultation or you know that you are ready to file for Social Security or Medicare benefits, book a 60-minute filing session with Melissa. She will walk you step-by-step through the entire application and will give directions for what to expect in the coming months. Also included is a follow-up email to answer additional questions.
3
Application Filing: Couple
If you are a married couple and know you are going to be filing for Social Security or Medicare at the same time, save time and resources by scheduling a 90-minute appointment with Melissa. Each of you will be expertly guided as you complete your applications together. Also included is a follow-up email to answer any additional questions.