Takeshi Yashima

Takeshi Yashima is a financial consultant and retirement income strategist with more than a decade of experience helping individuals and families prepare for long-term financial security.

Over the years, Takeshi has worked with clients on retirement planning, wealth protection, and strategies designed to create sustainable lifetime income. Through his work, he recognized that one of the most important — and often misunderstood — decisions people face is when and how to claim Social Security benefits.

To deepen his expertise in this critical area, Takeshi earned the Registered Social Security Analyst® (RSSA®) designation after completing specialized training in Social Security regulations and claiming strategies and passing a proctored certification exam.

Takeshi helps clients understand how their Social Security decisions fit within the broader context of their retirement plan, including income needs, longevity considerations, and coordination with other retirement assets. By analyzing different claiming strategies and potential scenarios, he helps individuals and couples make more informed decisions that may significantly impact their lifetime retirement income.

Clients working with Takeshi receive a personalized Social Security analysis designed to clarify their options and help them make confident decisions about their financial future.