At Social Security AdvisorsSM, we are confident in our ability to maximize your Social Security. Our service always comes with our Maximum Social Security GuaranteeSM which is as follows: We will refund any fees paid if it can be demonstrated to us that an alternative Social Security Strategy would result in a larger lifetime benefit from the Social Security Administration under the same set of circumstances and assumptions. Simply submit your claim within 60 days of signing the Service Agreement.
Leadership & Expertise
We Maximize Your Clients' Social Security
Personalized Service Focused on Your Clients
We Do The Hard Work, So Your Clients Don't Have To
Social Security AdvisorsSM is an innovative advisory firm with a single mission: to help your clients maximize their Social Security benefits. For far too long retirees have been leaving hard-earned Social Security benefits on the table (on average, $120,000 per couple) because of a lack of quality, customized Social Security advice. This void has now been filled by Social Security AdvisorsSM.
With the goal of revolutionizing Social Security planning and educating your clients, we deliver our customized Social Security advisory services through our highly trained team of Social Security specialists. Social Security AdvisorsSM leverages expert knowledge to increase your clients' Social Security benefits while simplifying the complex choices that retirees face when considering when to claim their Social Security benefits given their unique personal financial circumstances. The end result is that your clients receive their Maximum Social Security StrategySM that is simple, straightforward, and customized exclusively for them.
Our focus is always on your clients. We offer informative content and intuitive products and services combined with the personalized service that your clients deserve.
As experts in Social Security and its intricate rules and regulations, we've done the research and the hard work for your clients so that they don't have to! Based on cutting-edge research and industry-leading tools, each client works with a dedicated Social Security Advisor that works with them to simplify the otherwise confusing decisions that clients must make: when to file, how to file, what to file, and most importantly, how to do all of this in a way that is customized to their unique needs and circumstances.
Matthew Allen, Co-Founder & CEO
As a serial entrepreneur who is driven by a passion for providing industry-leading advice to his clients, Matthew 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, Matthew applies this powerful knowledge and expertise at Social Security AdvisorsSM.
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.
Catherine Hormats, Co-Founder & Former Co-CEO
Trained as an economist, Catherine is always interested in creating efficiencies and identifying optimal solutions. With clients faced with thousands of Social Security claiming options, it is no wonder that by co-founding Social Security AdvisorsSM, Catherine was interested in simplifying this process for clients and creating a better way for them to make these critical decisions.
Catherine's extensive experience in working at the intersection of government and finance has resulted in a unique and practical skill set that clients benefit from at Social Security AdvisorsSM.
Prior to Social Security AdvisorsSM, Catherine was an auditor at the Federal Reserve Bank of New York as well as at the Texas State Legislature. Additionally, Catherine was Founder & CEO of The International Import-Export Group, a global trade company specializing in humanitarian aid. She has previously worked at Citibank and J.P Morgan which was followed by her tenure at the Brookings Institution in Washington D.C. as an economics researcher.
Catherine speaks several languages and is literate in Latin. She attended Phillips Academy Andover and Southampton High School where she graduated as Valedictorian and as a Presidential Scholar. She graduated Magna Cum Laude from Tufts University where she was a Centennial Scholar and President of the Tufts Economic Society, earning a B.A. in Economics and pursuing graduate coursework in International Economics at the Fletcher School of Law & Diplomacy. She matriculated into the Master's of Business Administration and Master's of Public Affairs Program at the McCombs School of Business and the Lyndon Baines Johnson School of Public Affairs, respectively, at the University of Texas at Austin.
Catherine is an avid equestrienne, international traveler, and spends her leisure time teaching yoga and fitness.
What We Do For Your Clients
We Maximize Their Social Security!
We Show Them How to Make The Best Choices
Speak to An Expert: Access to A Dedicated Social Security Advisor
Tell Them When to File, What to File, & How to File
Give Them a Personalized Social Security Strategy With Step-By-Step Instructions
Compare & Contrast Scenarios
Easy Visuals of Monthly, Annual, & Total Benefits
Help Them With Filing Questions
We Make It Easy!
Thanks for explaining about the delayed retirement credits and the strategy that we decided on to maximize my benefits, it certainly makes sense and I probably would have just claimed at 62 if I didn't know better. -Ron S.
Having been married twice, I was confused about which work record I could claim under and I certainly had no idea about being independently entitled to benefits after the two years passed. This is great...I thought I was going to be stuck with a lower benefit. -Tom S.
Because we needed some money now from Social Security but also wanted to have enough money after my husband dies, my Social Security Advisor found a great solution that allows us to do both. -Karen K.
I had no idea that I could claim a survivor benefit early and then switch to my own benefit later on...this is really helpful and the Social Security Administration agent I spoke to hadn't even mentioned this to me. -Patty R.
While my wife and I had read about file & suspend, I had no idea when or how until chatting with my Advisor and receiving the information he sent. The extra money will give us some options we wouldn't have had. -Jack & Patricia K.
We're amazed that we're going to get $73,280 more over our lifetimes and yet the cost of your service was so reasonable! As far as we're concerned, this is like free money because we would have made a big mistake. We're going to recommend you guys to some of our friends as a way to say thanks. -Val A.
Wow! I had no idea that children were entitled to Social Security benefits. That means that we should receive about $13,200 more per year than we had thought. We really appreciate your help and great service. -Joan H.
After my husband passed away, I was upset and confused about if I should take his survivor benefit or my own benefit and when for each of these. Thanks again for helping me and I'm confident that I'm going to be more financially secure as a result of the strategies you recommended. -Laurie H.
...I had spent hours talking to the Social Security Administration and researching my options online before we spoke. I still can't believe how easy you made it for me and found better options than I had come up with on my own. Thank you! -Jay J.