Why Social Security Advisors?

Maximum Social Security GuaranteeSM

At Social Security AdvisorsSM, our slogan is “Maximizing Your Social Security” and we mean it! Our service always comes with our Maximum Social Security Guarantee which is as follows: we will identify a Social Security claiming strategy that adds at least $10,000 to your lifetime Social Security benefits vs. claiming Social Security as early as possible.

Additionally, we will refund any fees paid if you find an alternative Social Security Strategy would result in a larger lifetime benefit from the Social Security Administration under the same set of circumstances. Now that’s a guarantee!

Leadership & Expertise

We Maximize Your Social Security

Personalized Service Focused on You

We Do The Hard Work, So You Don't Have To
Social Security AdvisorsSM is an innovative advisory firm with a single mission: to help our 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 our 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 our 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 clients receive their Maximum Social Security StrategySM that is simple, straightforward, and customized exclusively for them.

Our focus is always on you. We offer informative content and intuitive products and services combined with the personalized service that you deserve.

As experts in Social Security and its intricate rules and regulations, we've done the research and the hard work for you so that you don't have to! Based on cutting-edge research and industry-leading tools, each of our clients works with a Certified Social Security AdvisorSM 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.

Our Leadership

Matthew Allen, Co-Founder & CEO

Matthew is one of the leading Social Security experts in the country and is often quoted for his expertise in major publications such as The Wall Street Journal, Forbes Magazine, Time Magazine, USA Today, Financial Planning Magazine, and others. He is also a speaker for the Retirement Speakers Bureau and speaks frequently around the country on the topic of Social Security planning. He is driven by a passion for providing industry-leading advice to his clients and 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 and having helped thousands of clients since the founding of the Company in 2008, Matthew applies this powerful knowledge and expertise at Social Security AdvisorsSM on a daily basis.

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 You

 We Maximize Your Social Security!
  We Show You How to Make The Best Choices
  Speak to An Expert: Access to A Certified Social Security AdvisorSM
  Tell You When to File, What to File, & How to File
  Give You a Personalized Social Security Strategy With Step-By-Step Instructions
  Compare & Contrast Scenarios
  Easy Visuals of Monthly, Annual, & Total Benefits
  Help You With Filing Questions
  We Make It Easy!

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Client Testimonials