Soos Consulting Group
Michael Soos is a distinguished professional and the President/Founder of Soos Consulting Group, a highly regarded business consulting firm. With an illustrious career spanning over 34 years in the financial services industry, he has made significant contributions while working with a leading Fortune 500 company. Throughout his tenure, Michael has demonstrated unwavering dedication to assisting financial professionals and their clients in crafting comprehensive retirement plans.
Possessing a wealth of expertise in Social Security and Medicare, Michael is recognized as a subject matter expert. His profound knowledge and insights make him an invaluable resource for financial advisors, CPA’s and attorneys seeking solutions for their clients’ income planning needs. By sharing proven business strategies and offering education on industry-related changes, he empowers these professionals to enhance their practices and serve their clients more effectively. As a testament to his commitment to knowledge dissemination, Michael has conducted over 2000 workshops and lectures on Social Security and Medicare. Additionally, he has been a Continuing Education Instructor for more than 26 years. He graduated from St. John’s University where he earned a bachelor’s degree in business management.
Residing in Mooresville, North Carolina, Michael cherishes his time with his wife and their three children. Outside of his professional endeavors, he enjoys competitive powerlifting, traveling with his family, and indulging in the game of golf.
Meet Michael Soos
About Us
Soos Consulting Group was created to provide financial advisors a comprehensive overview of Social Security and Medicare and how they impact retirement planning. It provides practical guidance and strategies for helping clients make informed decisions about their benefits and coverage.
Navigating Social Security isn't as straight forward as you might think. Maximizing, or at least preserving your benefit amount takes forethought, planning, and oftentimes collaboration. It's not just a matter of claiming your benefits and collecting a check. There's actually a lot of strategy that goes into effectively managing Social Security income. Understanding how to implement successful claiming strategies will help your clients avoid leaving money on the table and keep more of what they deserve.
Additionally, managing Medicare costs can be complex and confusing at times. Learning the important ins and outs of Social Security and managing healthcare costs are a few elements of preparing for a successful retirement. Save yourself and your clients the stress when it comes to making those important life-changing decisions.
Speak with us today and see how we can help!