Kari Petersen, Social Security Planner
Kari Petersen
Enrolled Agent / Paralegal, Encompass Solutions LLC
Professional Profile
Kari Petersen is a dedicated Enrolled Agent and corporate paralegal at Encompass Solutions LLC, based in the heart of Michigan. With a deep understanding of the complexities of taxation and social security, Kari is licensed to represent taxpayers before the Internal Revenue Service, ensuring that clients receive knowledgeable and reliable support for their tax needs.
As a holder of the NSSA® Social Security certification, Kari Petersen brings specialized knowledge of Social Security planning to every client relationship.
At Encompass Solutions, Kari excels in assisting clients with entity formation and maintenance, providing essential guidance that helps businesses thrive. Her extensive expertise and commitment to client success make her a respected professional in the field of tax and legal services. If you are seeking a trusted advisor to navigate the intricacies of social security and taxation, look no further than Kari Petersen. Your peace of mind is her priority.
05-14-2025
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.