About Dale and RSSA®

Dale Walker is a Registered Social Security Analyst® (RSSA®) located in the Southern California and serving clients locally in the Inland Empire, throughout the state of California, and across the United States.  

Those financial professionals who attain the RSSA® designation have completed extensive coursework on Social Security regulations, including training on the various types of Social Security benefits available, eligibility requirements, avoiding common mistakes, and understanding claiming strategies for various situations.  The RSSA® designation is conferred following successful completion of a proctored exam where knowlege and skill in the subject of Social Security must be demonstrated.

What to Expect

For the retiree or pre-retiree client who engages Dale’s service, the results of the RSSA® Roadmap process provide a clear Social Security plan to get the most from the client’s benefits that have been earned through a lifetime of work.  The Roadmap results are illustrated in a detailed report showing analysis and recommendations for various Social Security claiming and retirement scenarios.  

Social Security rules and requirements are of a type that “what you don’t know can hurt you”.   As a Registered Social Security Analyst®, Dale will help navigate these pitfalls and address questions that aren’t always obvious.  Having the knowledge and understanding to optimize Social Security benefits can make a significant difference in the amount of benefits received over a retiree’s lifetime.

For many retirees, Social Security benefits are a part of an overall financial plan.  Dale will work in collaboration with his client’s other financial professionals to ensure Social Security is an integral part of the overall financial plan.  That includes when to claim benefits for optimum payout, how to fund retirement while waiting to claim Social Security benefits later, how to increase the likelihood of retirement portfolio longevity to avoid depleting assets early, and planning for maximum survivor benefits after one spouse passes away.

Let’s Get Started

To start the conversation with Dale, simply complete the Contact Me form on this page or call the number above.