Social Security Retirement
Filing Online

We are MAKING IT SIMPLE

Highlights

MAKING IT SIMPLE is a non-profit organization offering educational and coaching services on Retirement and Medicare benefits. Filing for Social Security and Medicare benefits can be one of the most daunting experiences a person can face in their lifetime. Our goal is “MAKING IT SIMPLE.”
We want to share our knowledge and skills with you – “one-on-one”  by coaching you through the application process. Coaching sessions are offered on an individual and couples bases (group session being offered in future). During these sessions, an experienced coach will introduce you to Retirement and/or Medicare basics online.
Everyone should know where they stand prior to filing their application for Retirement and Medicare benefits. Our Guarantee is . . . you will have a clearer understanding of the complicated rules and regulations – after just ONE session.
With twenty years experience working for the Social Security Administration, we know the exact questions to ask, where you need to be, and avenues to get you there. We have a strong desire to help others – giving all and our best to the customers we serve.
J. DAVIS: President; BS; MBA
MAKING IT SIMPLE

MAKING IT SIMPLE offers educational and coaching services on filing for Social Security Retirement and Medicare benefits online. These services are individualized to fit your personal needs.

RETIREMENT

Assisting you with filing your application online as early as age 62.

MEDICARE

Medicare under Retirement starts at age 65. Simple process to file online.

EXPERIENCED COACH

Offering you Individualized Detailed Options

SECURE ACCOUNT

Helping you set up your My SSA account online. Account is secure and offered at SSA.gov

MEDICARE ENROLLMENT PERIODS

When to enroll? Three (3) Medicare Enrollment Periods: Initial (IEP), Special (SEP) and General (GEP)

WORK AND EARNINGS

Limited earnings from work until you reach Full Retirement Age (FRA)

SPIN THE WHEEL

This is Social Security Basics online. Topics you will soon become familiar with.

Do You Need Our Support?

MAKING IT SIMPLE is doing business as: Social Security Basics online. MAKING IT SIMPLE Is the best solution to understanding the basics of Social Security Retirement and Medicare. Coach available to assist you through the process.

Call Us

(662) 874-5226

Email Us

jdavis@makingitsimple.org

Appointment Fee Schedule

Get a free quote

Single

Couple

Consultation

10 minutes

free

free

Intro to Retirement (Includes online filing)

60 minutes

$225

$325

Intro to Medicare (Includes online filing)

60 Minutes

$175

$250

My SSA Account Set Up

60 Minutes

$75

$150

Please call or send an email to cancel or reschedule an appointment. We need a 24 hours advance notice to avoid cancellation fees. Fees are paid in advance of service and are NON-REFUNDABLE.