Why OtiumAG Social Security Consultation?

Hidden deep within the innumerable Social Security claiming rules are pitfalls that are not obvious to the average benefit recipient. And for those who are not well acquainted in navigating the confusing terrain or unable to interpret the jargon, you may end up making costly mistakes. John Pak has been consulting and teaching Social Security benefits in Orange County and Los Angeles since 2012 and you can find him presenting at local public libraries, community centers, senior centers, and universities offering gerontology topics all over Southern California. Otium AG is one of the few fee only financial planning firms designed to perform comprehensive analysis of your Social Security benefit options, including maximization and optimization strategies when planning for retirement.

Avoid forgoing thousands of dollars over your lifetime and schedule a time to chat with Otium Advisory’s Social Security consultants.

 

What is included in your Social Security benefits planning services?

  • Identifying your optimal filing age
  • Forecasting your max benefit amount
  • Reviewing all your claiming options
  • Recommending your optimal claiming strategy
  • Preparing you before you file either online or at your local SSA office
  • Generating a personalized Social Security assessment
  • Integrating your Social Security plan into your retirement income distribution plan
  • Inviting you to local Social Security workshops for FREE

Who can take advantage of our Social Security services?

Serving

  • Single
  • Married
  • Divorcee
  • Widow(er)s
  • Public Employees

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