Your Bridge
To Success

Experienced Social Security advisors ready to help your clients.

We help with...

  • Social Security Disability Benefits Planning
  • Social Security Disability Benefits Counseling
  • Social Security Benefits Support

WIPA Services

  • Work Incentives Planning Assistance (WIPA)
  • Individualized outcomes to understand the impact of working on SSDI or SSI benefits.
  • Support services to understand current benefits and eligibility for additional benefits.
How Does It Work

Social Security Disability Planning/Counseling

1

We Request SSA BPQY

After we get signed SS release of information, referral, and authorization forms.

2

We Schedule the Appointment

With the individual recieving benefits.

3

We Provide Education & Guidance

On the benefits and work incentives.

4

We Complete Two Reports

The MRS counselor Sumary Report and Customer Summary Report.

Let's Talk

Let Us Help You With Your Client SSA Needs.