How to prepare for your Social Security Maximization Plan Meeting

During our meeting, I’ll need information about your Social Security account, and only you can request this information from the Social Security Administration. Here’s how to go about getting it. The first step is to relax. This is going to be about as difficult as establishing an account with Netflix.

First, if you have not already done so, please click on “Schedule An Appointmenthere on this site, and fill out the form.

Next, go to

On the left side of the screen, click on “Get your Social Security Statement online”

At the bottom of the new page that appears, click the box that says “SIGN IN OR CREATE AN ACCOUNT.”

Here are the screens that will appear (click images to view larger)

Social Security Website 1

number2Social Security Website 2



Social Security Website 5

Social Security Website 6

Congratulations, you’re done! If you have scheduled an appointment, I will be in touch to confirm our visit; if you’ve requested that I get in touch via email, please check your inbox for an email from me. I look forward to meeting you and providing you with a path that will lead to you receiving all the Social Security benefits to which you are entitled.