Trusted Guidance for Social Security Planning

Trusted Guidance for Social Security Planning


Schedule a Free 15-minute Strategy Call with a Certified Registered Social Security Analyst. Find the Perfect Social Security Plan For You Today!

Call Us Today for More Info! (631) 270-7390

Book Your 15-Minute Call Now

Social Security (15 Minute Call)

Trusted Guidance for Social Security Planning

Schedule a Free 15-minute Strategy Call with a Certified Registered Social Security Analyst. Find the Perfect Social Security Plan For You Today!

Book Your 15-Minute Call Now

Social Security (15 Minute Call)

RSSA Registered Member

We’re Proud to Be RSSA® Certified

Make Smart Choices About Social Security

At SHBG Insurance Services, we provide more than general guidance. Our advisors are certified as Registered Social Security Analysts® (RSSA®), a nationally recognized designation earned through in-depth training focused entirely on Social Security planning.

What You Can Expect from an RSSA®:

Whether you are preparing to retire, already collecting benefits, or coordinating with a spouse or dependent, we are here to make sure your strategy is working in your favor.

A certified specialist focused solely on Social Security rules and strategies.

A detailed benefits analysis with monthly, annual, and lifetime projections.

A clear plan based on your timeline, financial picture, and eligibility.

One-on-one support from a knowledgeable advisor who puts your goals first.

Social Security Benefits - SHBG | Insurance Services

Make Smart Choices About Social Security

UNDERSTANDING SOCIAL SECURITY


Social Security is one of the most important sources of income in retirement, but many people are unsure how it works or when to start collecting benefits. The truth is that the decisions you make about Social Security can have a lasting impact on your financial future. Choosing when to claim your benefits, understanding how your work history affects your payments, and knowing how to coordinate benefits with a spouse are all factors that can either strengthen or weaken your retirement plan. You have spent a lifetime building a future for yourself and your loved ones. Now is the time to protect it. We are here to help you understand your Social Security options clearly and confidently, so you can enjoy retirement knowing your benefits are working in your favor.

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Get the Facts on Social Security

Make the Most of What You’ve Earned


You’ve worked hard to build your future. Now it’s time to protect it. Social Security plays a key role in retirement income, and knowing how it works helps you take control of your financial future. Making the most of your benefits starts with asking the right questions. When should you start collecting? How does your work history impact your benefits? What if you’re married or divorced?


At SHBG Insurance Services, we help you get the facts you need to make confident, informed choices about your Social Security benefits.

Social Security Benefits - SHBG | Insurance Services

Expert Guidance Tailored to Your Life

Working With SHBG Insurance Means Personalized Guidance


We know Social Security can feel overwhelming, but it does not have to be. With over 15 years of experience helping individuals and families nationwide, our advisors offer honest, easy-to-understand advice.


We work one-on-one with you to create a strategy that fits your timeline, financial situation, and retirement goals.

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Explore Your Social Security Planning Options

Tailored Support to Help You Claim with Confidence

Standard Plan

Great for those already collecting benefits or looking for general guidance.

  • Private 1-hour consult with an RSSA
  • Answers tailored to your benefits
  • Check earnings record for accuracy
  • Review current benefits if claiming
  • Boost existing benefits with tips
  • Benefit overview: retire, spouse, survivor

Individual: $199 | Couple: $299

Enhanced Plan

Perfect for those who want a customized Social Security strategy.

  • One-hour session with certified RSSA
  • Custom report built from your data
  • Compare benefit amounts side by side
  • Plans for retiree, spouse, survivor, more
  • Learn rules, dates, and eligibility
  • Project monthly and lifetime benefits
  • Analyze breakeven age and longevity
  • Step-by-step review with recommendations

Individual: $399 | Couple: $599

Premier Plan

Designed for those who want full retirement income coordination.

  • Includes all from Enhanced Plan
  • Align Social Security + income plans
  • Medicare timing and HSA guidance
  • Help applying for Social Security
  • Support with Medicare enrollment
  • Avoid penalties with expert help
  • Priority access to your RSSA advisor
  • Two extra hours of follow-up time

Individual: $699 | Couple: $999

Additional Services

Flexible Support When You Need It Most

In addition to our Social Security planning packages, we offer a range of supplemental services to provide extra help where it matters most.

Benefit Application Assistance

We offer hands-on help with completing and submitting your Social Security or Medicare applications. Our advisors will guide you through the process, ensuring forms are filled out accurately and deadlines are met.

Call us for pricing options

Totalization Agreement Analysis

If you’ve worked both in the U.S. and abroad, we can help you navigate international Social Security agreements to determine what benefits you may be eligible for. This service includes a review of work history, country-specific rules, and filing strategy.

Call us for pricing options

SETARA Analysis

This advanced review is designed for those who want a complete strategy for coordinating Social Security with other retirement income such as pensions, annuities, or investments. We help you create a plan that supports long-term financial security.

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Hourly Support

Our advisors are available to assist with specific needs such as form completion, phone calls to Social Security, or follow-up questions. You can access support as needed with flexible scheduling.

Call us for pricing options

RSSA Registered Member

Certified by RSSA® for Trusted Guidance

Expert Support to Help You Make Informed Social Security Choices

Why Choose SHBG Insurance Services?

  • Over 15 years of Social Security and Medicare experience
  • More than 2,500 satisfied clients served across nationwide
  • Trusted local agents who provide honest, personalized advice
  • Ongoing support beyond your consultation
  • A clear and caring approach to retirement planning
  • RSSA® certified advisors on our team

Call Today for More Information (631) 270-7390

Call Today for More Information (631) 270-7390