Our Mission

To provide individual Social Security education and claiming analysis for your particular circumstances; to examine available assets and plan for expenses in a way that provides a secure cash flow throughout your retirement years.  Our goal is to make you feel excited and happy about the future!

After exploring our website and also checking out the FAQs, if you have more questions or would like additional information, please email us for a initial phone consultation and to learn more about how our services might help you plan for a secure retirement.

Our services

Social Security Analysis

Our Social Security analysis consists of  the following: 1) an initial free consultation meeting, either on the phone or in person, 2) gathering all relevant information related to your Social Security claiming decision, 3) software calculations to determine your filing age(s) to obtain the maximized lifetime benefit amount, highest annual income, and highest survivor income for couples, 4) review of draft report, answering questions, and further analysis of any number of other alternative dates you would like to consider, 5) presentation of PDF report(s) and summary of all claiming ages considered.

Cost: Single, divorced, widowed $300; Couples $500


"Thank goodness for Martha!  I’ve known her for a number of years, and know that she has the experience, credentials, Social Security expertise, and powerful software to deliver the right information and a sound strategy.  Be sure to consult Martha before you commit to a Social Security plan."

Andy Landis, author, Social Security: The Inside Story  www.andylandis.biz

 


"Martha has what it takes to understand Social Security and help others with their personal election decisions.  She is passionate, persistent, analytical and cares deeply about her fellow Baby Boomer’s financial welfare.  She has used our software for many years and appreciates the need for extremely precise calculations when helping others evaluate their Social Security claiming options.  If you are nearing retirement and have questions about Social Security, Martha is the one to help you!"

Laurence Kotlikoff, Professor of Economics, Boston University, www.kotlikoff.net               President, Economic Security Planning, Inc., www.esplanner.com

 


"Martha Shedden not only has a phenomenal grasp on the ins and outs of Social Security, but she understands how to apply the rules to specific personal circumstances for best outcomes.  AND I felt great relief to have her and her expertise in my corner while wending my way through this process." 

Val K., Colorado Client


Why we can help

  • Over seven years of experience providing Social Security education, consulting, and analyses for individual clients, financial and accountant professionals
  • Author of Social Security white papers, webinars, seminar presentations and articles in various financial publications
  • Individual groups and conference speaker
  • Specializing in women's Social Security income planning and retirement
  • Registered Social Security Analyst, RSSA;
  • Chartered Retirement Planning Counselor, CRPC; 
  • CPE/CE Instructor 
  • Your passionate advocate for creating a solid retirement foundation