Takeshi Yashima
17800 Castleton St Ste 600
Rowland Heights, CA 91748, US
Professional Details
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.
Areas of Expertise
- Financial Education
- Financial Planning
- Insurance Planning
- Long-Term Care Planning
- Retirement Income Planning
- Social Security Planning
Real Stories from Real People
Most People Leave Money on the Table
96% Don't Optimize
Very few people get all the Social Security they’re entitled to.
$111,000 Average Lost
The average household is losing $111,000 in potential income.
1 Chance To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
I greatly appreciated the professionalism of Mr Yashima and I recommend him for his knowledge, courtesy, and ability to provide detailed information and advice. I contacted him to evaluate various scenarios related to Social Security benefits. He provided comprehensive Roadmap report with several scenarios, explained them to me in detailed and highlighted pros and cons of various options. I was very happy with the outcome. I strongly recommend him. Thank you.
I recently had my Social Security benefits analyzed by Takeshi Yashima, and I truly appreciated his thorough and easy-to-understand explanation.
Since I divorced two years ago, I asked him to analyze both my own Social Security benefits and the benefits I may be eligible to receive based on my ex- spouse’s record.
One of the biggest benefits of this analysis was discovering that I actually have Social Security benefits of my own. Because I spent many years as a stay-at-home mom, I had assumed that I would mainly rely on my ex-spouse’s benefits.
Takeshi clearly explained my estimated benefits, divorced-spouse benefits, and the appropriate timing to maximize what I may receive. Seeing different scenarios based on claiming age and life expectancy gave me valuable insight and greater peace of mind as I plan for retirement.
I’m very grateful to have had my situation analyzed by a qualified and knowledgeable professional. I highly recommend Takeshi to anyone who wants to better understand their Social Security options and make informed retirement decisions.