Before You Book

A 2-Minute Guide to Make Sure This Session Is Right for You

Most clients who book with Claiming Experts uncover thousands — sometimes over $125,000 — in additional lifetime income. This page helps ensure you get the maximum value from your Strategy Session.

1. Who This Service Is Ideal For

You are in the right place if:

You are age 58–70 and preparing to file now or planning ahead.

You are married and want to coordinate spousal and survivor benefits to protect your household income.

You have retirement savings (IRA/401(k)/Roth) and want to avoid the “Tax Torpedo” that surprises many retirees.

You are divorced or widowed and want to make sure you are not missing any benefits.

You want expert guidance instead of guessing and prefer a written, step-by-step filing plan with exact dates.

If any one of these applies to you, this session will likely pay for itself many times over.

2. Who This Service Is Not Right For

To save you time and money, please do NOT book if:

You filed for Social Security more than 12 months ago (withdrawal is no longer possible).

You have no spouse and Social Security is your only income. For those with no assets and no other income, the best strategy is nearly always “delay as long as you can."

You want us to submit your Social Security application.  We provide claiming expertise and do not login to your Social Security account.

You want investment management (we are independent strategists — not asset managers).

3. Our No-Risk Promise

What happens if my situation is too simple?

Before your session:

We review the information you submit.

We evaluate whether strategy can meaningfully increase your lifetime payout.

If your situation is “straightforward,” we cancel the appointment and refund you 100%.  You only pay if we can genuinely help you.

4. What You Need to Provide (But Don’t Stress)

To prepare your Custom Strategy Roadmap Report, we need:

Your latest Social Security Statement (downloadable from SSA.gov).

Your spouse’s statement (if married).

Approximate retirement savings (IRA, 401(k), Roth).

Approximate earnings for the next 1–2 years.

Tech Note

If you cannot log into SSA.gov, don’t worry. Book your session — we will guide you step-by-step.

5. What You Will Receive (Deliverables)

Your session includes the following deliverables:

Earnings Audit:

Verification of your earnings record.

Custom Strategy Roadmap Report

Side-by-side comparison of multiple filing paths.

Survivor & Spousal Protection Plan:

Ensuring the surviving spouse maintains income.

Tax Interaction Review:

How benefits interact with RMDs and taxes.

Step-by-Step Filing Action Plan:

Exact instructions on when and how to file.

6. Investment

Individual Strategy Session: $495

Couples Strategy Session: $895

Helping Parents Strategy Session: $495-895

Financial Advisors: Custom Pricing

No upsells. No product sales. No commissions. Just expert strategy.

7. Ready to Proceed?

If everything above sounds right for you, continue to the scheduling page.

YES — PROCEED TO CALENDAR →
NO — RETURN TO HOME PAGE