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Choose Your Path to Retirement Clarity
Consultation Only
(No Analysis)
30 minutes of Q&A. A dedicated session to discuss your questions. Ideal if you need expert advice on specific rules, but do not require a full mathematical breakdown.
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Single Roadmap Analysis
& IRMAA Check
A comprehensive, data-driven analysis of your individual earnings record to pinpoint your exact claiming strategy. Includes a complete IRMAA review.
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Spousal Analysis
& IRMAA Check
Our robust spousal package. We analyze both spouses' earning records to find the optimal combined strategy, coordinating spousal and survivor benefits so you don't leave money on the table.
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SETARA Analysis
& IRMAA Check
Self-Employed Tax & Retirement Analysis. Tailored strategy designed specifically for the complex needs of self-employed individuals to optimize taxes and retirement income.
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First Responders &
Disability Support
For Police, Firefighters, First Responders, Disabled, and Individuals on SSI/SSDI.
Includes a full Analysis and IRMAA specialty review at no cost to you.
Small Business Owners
(Employer GRPs)
FREE Education & FREE 30-Minute Consultation.
Upgrade to a full Roadmap Analysis, complete with an IRMAA check, for just $99.95.
IRMAA Appeal
with Guided Assistance
Complete assistance with filing your IRMAA appeal. We guide you through the SSA-44 process, identify qualifying life-changing events, and help compile the necessary documentation to lower your Medicare surcharges.
Get StartedIRMAA Specialty Reviews
Almost all of our analysis packages now include a dedicated IRMAA Check to ensure you are protected against unexpected Medicare premium surcharges.
Contact
306 W. Redwood Street
Suite 4290
Baltimore, MD 21201
5000 Victoria Park Drive
Suite 5208
Davenport, FL 33896
Opening hours
Mon - Thu : 9AM - 6PM
Friday: 9AM - 12PM
Sat - Sun: Closed
24/7 Toll Free AI Support
Disclaimer
First American Entitlement Services is an independent, privately owned organization. We are not a government agency and are not affiliated, associated, authorized, or endorsed by the United States government, the Social Security Administration (SSA), or the Centers for Medicare & Medicaid Services (CMS). All services provided by First American are strictly those of a private entity.
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