Customer Reviews
RK
Jim is the best! He made this very confusing process so easy. I highly......
Jim is the best! He made this very confusing process so easy. I highly recommend this service!
—Robin k
MD
Jim was good to work with. We discussed the benefits of waiting to collect......
Jim was good to work with. We discussed the benefits of waiting to collect Social Security. I am eligible, however Jim advised each month delayed will increase my benefit. He also offered helpful information for health insurance coverage. I’d recommend contacting M1 Agency for assistance.
—Maureen D
EG
I recently received a social security review from M1 and it provided me with......
I recently received a social security review from M1 and it provided me with some excellent insight and great data to see exactly where I’ll be as I near retirement age. This will help me adopt a strategy moving forward and it let me see where my compensation will be at specific ages. Jim also broke down what catch up contributions are to assist me in meeting my overall retirement objectives sooner. I highly recommend M1 to anyone who thinks about their retirement, but doesn’t know where to start. Jim can ease that anxiety with deep knowledge and a bonus, he is also very personable.
—Eric G
I have a ways to go before retirement (unfortunately), but I’m approaching 50......
I have a ways to go before retirement (unfortunately), but I’m approaching 50 and was curious about my 401k and Social Security planning. I reached out to Jim and he was incredibly helpful. I’m not an expert in this stuff and had a lot of questions - Jim explained things in a way that made sense and helped me get a better idea of what to expect in the future. We’re going to connect again to talk Social Security in a couple years, but it’s nice to have a plan now - one less thing to worry about. I’d recommend Jim to anyone who needs guidance around this stuff.
—Jen H
CF
Worked with Jim and it was all laid out perfectly and very easy to understand. ......
Worked with Jim and it was all laid out perfectly and very easy to understand. Highly recommended! Wish I would have done this sooner.
—Craig F
TC
I’m in my mid-40s and recently realized I needed to start getting serious......
I’m in my mid-40s and recently realized I needed to start getting serious about planning for retirement, especially when it came to understanding my Social Security benefits. I was honestly overwhelmed and didn’t know where to start. A friend recommended M1 Agency, and I’m so glad I reached out.
From the very first consultation, I felt heard and understood. Jim took the time to explain my options clearly—no jargon, no pressure—just honest, knowledgeable guidance tailored to my personal situation. They helped me map out a smart strategy that aligns with my long-term goals while also considering my current financial responsibilities.
—Tricia C
I didn’t realize how close I was to 35 years of getting a W2 and how that......
I didn’t realize how close I was to 35 years of getting a W2 and how that mattered. I glad I looked at social security now. I highly recommend working with Jim!
—Marc M
Jim was easy to work with for our social security report. I had no idea what......
Jim was easy to work with for our social security report. I had no idea what really went into it and he clearly explained it all.
—Shannon F
The Social Security report is worth the cost. I have a much better plan for......
The Social Security report is worth the cost. I have a much better plan for claiming and planning for income gaps. Jim was great!
—Kelly D
AC
I’m so glad I had Jim do the Social Security review. I have a Medicare plan......
I’m so glad I had Jim do the Social Security review. I have a Medicare plan in place when I turn 65, too. He was really easy to work with!
—Andi C
