Working together on your Social Security questions.
This page explains the support SSBC Retirement Prep can provide, what to expect, and the current service fees. Please review it before beginning a planning questionnaire or consultation.
Planning review
We review the information you share and explain the Social Security options that may apply to your situation. Our goal is to make the next steps easier to understand so you can make informed decisions.
When you request additional support
- We can help you understand Social Security forms, deadlines, and next steps.
- We can help you organize the information needed for retirement, survivor, disability, Medicare, or post-entitlement questions.
- Before paid work begins, we will confirm the service, price, and timing of payment with you.
Fee schedule
The amounts below are the maximum fees for the listed services.
Personal Retirement Analysis
Individual Retirement AnalysisUp to $275
Couple Retirement AnalysisUp to $400
Retirement, spouse, survivor, and Medicare
One-hour pre-filing consultation$100
Filing assistance, including consultationUp to $250
Disability
One-hour disability consultation$100
Filing assistance, including consultationUp to $695
Post-entitlement issues
60-minute evaluation and consultation$100
Additional assistance after consultationUp to $200/hour
After reviewing your needs, your actual fee will be discussed and agreed to before work begins. You will never be charged more than the fee listed for the service.
Important notes
- SSBC Retirement Prep is an independent consulting service and is not affiliated with the Social Security Administration.
- We cannot guarantee approval of a claim, a benefit amount, or a decision by the Social Security Administration.
- You remain responsible for the information submitted with your claim and for decisions you make about your benefits.
- Please do not send Social Security numbers, banking information, passwords, or medical records through this website's public forms. See our privacy information for details.
Ready to get started?
Start with the planning questionnaire and tell us what type of help you are looking for.