Thank you for your interest in a Social Security Roadmap

Eric Sorensen - About Me

I was born and raised in beautiful Cache Valley, Utah and truly love everything this valley has to offer especially the diverse seasons. I graduated from Utah State University majoring in Finance with a minor in Economics.

I started my professional career in mortgage lending spending 15 years in various capacities. In 2002, after the sale of our mortgage company, I transitioned to insurance by starting a 20 year journey owning an Allstate agency in Logan, UT. In 2022 I sold my agency and began health and life insurance career which allows me to better focus on my clients and more specifically the needs of those beginning or already fully engaged in their Medicare journey.

I truly enjoy working directly with clients, having helped thousands of people realize the dream of home ownership or helping them protect their lives and assets from life’s uncertainties.

I am very excited to discuss and advise my client’s with their social security planning. Working as a member of your team of experts including, attorneys, accountants and financial planners is essential in today’s retirement environment. I look forward to working with you!

One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!