He texted me his social security card after I told him prove who you are. 

Did you sign an engagement letter?

For those who are not lawyers, it may be an effort to ensure they are not engaged in the unlicensed practice of law.

What if you lose your job or the stock market tanks or social security goes away. 

After two client engagements.

Would you mind sharing how you engaged him and how that whole deal played out?

Unfortunately, this social media web site dedicated to real estate cannot provide you an answer to your legal issue/question.

These people are amazing.I will address a few of your statements above, and give a tip or two on what might help engaging others on here.We'll get to the credit later.  

Yes, I'm on the board and do all of our social media marketing.

Not knowing the questions to ask or how to think about things can be problematic, so do engage in the forums and have conversations with the very helpful and experienced members you will find here.