- How It Works
- ServicesServicesOverviewChoose the right level of support for your plan and needsExpert ReviewA comprehensive review of inputs and reports to get you on the right pathFiling AssistanceLet our experts deal with Social Security for youClawback AssistanceFor those who need help fighting a Social Security benefit clawback
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- Why Choose Us
- ResourcesResourcesBooksFrom the world-renowned economist behind Maximize My Social SecurityWebinars & PodcastsExpert tips and guides to help you get the maximum from Maximize My Social SecurtyArticlesIn-depth commentary on Social Security from our founderAsk LarryThousands of questions answered by our Social Security expertsBlogSocial Security insights to help you maximize your lifetime benefitsFAQYour most pressing questions answered
- Pricing
Get a Personalized Expert Review of Your Plan
In this 60-minute session, our expert will walk through your data, confirm key inputs, and explain your reports so you can make confident Social Security decisions.
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What Does an Expert Review Cover?
Your comprehensive 60-minute session will include:
Confirmation of your data entries and assumptions
Step-by-step review of your plan results and reports
Answers to your specific questions about filing strategies
Detailed overview and interpretative discussion of your plan
Tips for using MMSS features more effectively after the session
Option to receive a written summary of key takeaways after the session
The service costs $250 and includes a secure, private 1-hour screen-sharing meeting. You will receive a planning package to help prepare for the meeting.
Who is an Expert Review for?
The Expert Review is designed for users who have already built their plan in Maximize My Social Security but want a second set of expert eyes before finalizing their filing strategy. Whether you’re confirming that your data entries and assumptions are accurate or simply want reassurance that your results make sense, this session helps you feel confident that your plan truly reflects your real-life situation.
It’s also ideal for financial professionals and experienced users who prefer a focused, one-on-one walkthrough. During your session, our specialist will review your inputs, explain what your reports are showing, and help you understand how different filing choices may affect lifetime benefits — so you can move forward with clarity and peace of mind.
Meet Your Expert
John O'Connor
John O’Connor is a Social Security expert with over a decade of experience helping thousands of individuals, families, and financial professionals use Maximize My Social Security to identify optimal filing strategies for the highest benefits. He has guided users across a wide range of circumstances, translating complex Social Security rules into clear, practical guidance.
John earned a B.A. in English from Southern Illinois University and an M.A. in Teaching English as a Second Language from the University of Illinois. With a strong background in both communication and financial modeling, he’s passionate about helping people understand Social Security benefits and discover optimal filing strategies.
John earned a B.A. in English from Southern Illinois University and an M.A. in Teaching English as a Second Language from the University of Illinois. With a strong background in both communication and financial modeling, he’s passionate about helping people understand Social Security benefits and discover optimal filing strategies.
Book a session with John
What’s Included in an Expert Review?
No upsells. Just high-quality, one-on-one guidance.
Expert Review
Your one-hour, one-on-one meeting will empower you to make the most of Maximize My Social Security.
$250
per session
Your comprehensive 60-minute session will include:
Confirmation of your data entries and assumptions
Step-by-step review of your plan results and reports
Answers to your specific questions about filing strategies
Detailed overview and interpretative discussion of your plan
Tips for using MMSS features more effectively after the session
Option to receive a written summary of key takeaways after the session
The service includes a planning package to help you prepare for your meeting.
Available to U.S.-based clients only
Frequently asked questions
Do I have to buy Maximize My Social Security to use the Expert Review service?
Yes, you must purchase Maximize My Social Security AND set up your plan before purchasing any additional service like Expert Review.
Do I receive any information in advance that helps me prepare for my Expert Review?
Yes, our team will send you a planning package in advance to help you prepare for the meeting.
Will John conduct the Expert Review session alone?
John O'Connor will likely conduct your Expert Review session alone, but other Maximize My Social Security team members may join for training and quality purposes.
Can I request two 30 minute sessions instead?
Yes, you can request this. Please email mmss@economicsecurityplanning.com before purchase to confirm availability of this option.
What if we don’t cover all my questions in the 60-minute session?
You can book another Expert Review, or use our free email support channel to reach out for further assistance.
Is my data secure and will I have a recording of the session?
We follow best practices in the financial software industry to keep your data safe and secure. See our security controls page.
The session will not be recorded. You can take notes and make screenshots during the session.
Can Maximize My Social Security PRO users purchase an Expert Review?
YES! In fact, we encourage it. We would be happy to assist with any questions you have about MMSS, specific-case scenarios, and any walkthroughs you need to be successful with our software. Please reach out!