Why Social Security Advisors as Your IRMAA Experts?
100% Results Guarantee--Your Appeal Successful or Your Money Back
At Social Security AdvisorsSM, we back up our service with our 100% Results Guarantee. The work that we do for you to help you with your IRMAA appeal will get your Medicare premiums lowered or we will refund your money. It is as simple as that!
The Expert IRMAA Appeal Advice You Need
Expert Help with Your IRMAA Appeal
Social Security AdvisorsSM has been helping our clients maximize their Social Security benefits and fight IRMAA penalties since 2008. We are the leading Social Security Advisory company in the country and our advisors have more hands-on experience than any other private company in the country. Most of our Social Security Advisors used to work at the Social Security Administration, many for over 20 years, before joining our team.
We use this depth of experience to provide the best advice available to our clients for both maximizing their Social Security benefits and with advice needed to reduce their Medicare IRMAA penalties.
Personalized Service Focused on You
We Do The Hard Work, So You Don't Have To
As experts in Social Security and Medicare and their intricate rules and regulations, we’ve done the research and the hard work for you so that you don’t have to! Based on cutting-edge research and industry-leading tools, each of our clients works with a dedicated Social Security Advisor and Certified IRMAA Advisor SM that works with them to simplify the otherwise confusing decisions that clients must make. After you’ve made your decisions, we also have the full ability to handle any type of Social Security or Medicare filing for you so that you can be assured that one of the most important benefits you’ll ever file for is filed for correctly and to your best advantage.
Our Leadership & Unparalleled Experience
Matthew Allen,
Co-Founder & CEO
Matthew is one of the leading Social Security experts in the country and is often quoted for his expertise in major publications such as The Wall Street Journal, Forbes Magazine, Time Magazine, USA Today, Financial Planning Magazine, and others. He is also a speaker for the Retirement Speakers Bureau and speaks frequently around the country on the topic of Social Security planning.
He is driven by a passion for providing industry-leading advice to his clients and has been at the forefront of financial services for over a decade. In working with his clients, he realized that there was a major education and advice gap when it came to Social Security and was determined to fill this void by co-founding Social Security AdvisorsSM.
Matthew brings insightful product vision, finance, and leadership skills to Social Security AdvisorsSM. Having performed countless hours of client-focused research and having helped thousands of clients since the founding of the Company in 2008, Matthew applies this powerful knowledge and expertise at Social Security AdvisorsSM on a daily basis.
In addition to co-founding Social Security AdvisorsSM, Matthew also founded The Universal Group of Companies, a private investment firm, in 2004. From 2000 to 2004, Matthew was a NYSE Market Maker with LaBranche & Co., a Fortune 500 New York Stock Exchange firm. During his tenure, Matthew was responsible for a variety of collaborative responsibilities including: investment analysis, economic analysis, and equities and fixed-income trading. In conjunction with his associates at LaBranche, Matthew actively participated as a market maker in several of the largest NYSE-listed equity and fixed-income securities including, but not limited to: American Express, Inc., Merck & Co., Inc., Altria Group, Inc., Morgan Stanley, The Gap Inc., and SBC Communications, Inc.
Matthew has pursued advanced education in the areas of business, finance, law, and politics and has held the Series 65, Series 25, and Series 21 licenses and certifications and has been awarded the CFA Institute’s Certificate of Achievement. During his free time, he enjoys reading, debating, writing, and traveling.
Sherry,
Social Security Advisor
Sherry has been a Social Security Advisor with Social Security Advisors since 2017. Prior to joining Social Security Advisors, Sherry had 30 years of financial services experience including 25 years working in various educational, sales and customer service positions in the retirement planning and investment industries, for companies including Charles Schwab and Fidelity investments. Sherry has delivered over 4,000 retirement and investment educational presentations. Previously, she held the NASD Series 7, 63, 66 licenses.
Jaco,
Social Security Advisor and IRMAA Advisor
Title II Claims Representative at the Social Security Administration for over a decade years and finished as a Technical Expert after being at the Social Security Administration for 25 years. Jaco has been a a Social Security Advisor with Social Security Advisors since 2021.
Eysa,
Social Security Advisor and IRMAA Advisor
Title II Claims Representative at the Social Security Administration for 29 years and Technical Expert at the Social Security Administration for 4 years. Eysa has been a Social Security Advisor and IRMAA Advisor with Social Security Advisors since 2021.
Kristina,
Social Security Advisor and IRMAA Advisor
Title II Claims Representative at the Social Security Administration for over 18 years at the Social Security Administration. Kristina has been a Social Security Advisor and IRMAA Advisor with Social Security Advisors since 2022.
Jason,
Social Security Advisor and IRMAA Advisor
Title II Claims Representative at the Social Security Administration for 18 years at the Social Security Administration and a Technical Expert and Management Support Specialist for 2 years. Jason has been a Social Security Advisor and IRMAA Advisor with Social Security Advisors since 2023.
Our Leadership
- We maximize your social security
- We show you how to make the best choices
- Speak to an expert: Access to a dedicated Social Security Advisor
- Tell you when to file, what to file & how to file
- Give you a personalized Social Security Strategy with step-by-step instructions
- Compare & contrast scenarios
- Easy visual of monthly, annual & total benefits
- Help you with filing questions
- We make it easy!
