Social Security Filing Assistance


If a client wishes for personalized assistance in filing for Social Security retirement benefits, we are able to provide live, one-on-one assistance over the internet or by conference call to Social Security.

The client will have determined which claiming strategy is best for them and we will assist them with implementation. Client will initiate the call or online process and will remain involved until completion.

Client will be responsible for retaining any confirmations of action taken and any follow up communications with Social Security to ensure benefits began as instructed. This service does not include an in-person visit to a local social security office unless specifically arranged with Avea Financial Planning, LLC.

Cost: $250
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