Testimonial Category Archives:

“I had a wonderful experience working with Mia. I have seen how dedicated, knowledgeable and patient she was with educating clients in retirement planning especially in making decisions regarding their social security benefits. She answered all the questions we had and showed all the options and applicable scenarios. I highly recommend her!”

“Cliff is easy to talk to. Answered all my questions. If I had a question he couldn’t answer immediately, he researched it and had the answer the next day, if not sooner. Cliff is passionate about helping people navigate the Social Security system and for them to determine what is best for them financially. I…

“Cliff has vast financial knowledge and was most helpful in reviewing our Social Security options. The roadmap report allowed us to compare several scenarios to understand impacts of claiming earlier versus waiting. Cliff was patient with answering our questions and helped us to digest the detailed information in actionable ways.”

“I feel very fortunate to have found Mike. My husband and I have been going back and forth about whether I should take my Social Security early or not. I was amazed by the report Mike presented to us! Social Security showed my Full Retirement Age as 67 but based on our individual situation my…

“Dane provided me with a very clear understanding of what my next steps were. Because of his advice, I can definitely chart a path forward that will maximize my social security benefit. He even offered to help my ex-wife with hers. Great guy and an incredible talent. Thanks again Dane!”

“Melissa Warren was EXCEPTIONAL at hearing my issue and immediately being able to direct me to the answer. Awesome and best use of 10 minutes EVER! Couldn’t find the definitive answer ANYWHERE else.”

“Initially I wasn’t sure what to expect. I was a bit hesitant about sending $600 to someone I had never even met except over the phone and a web site, but it turned out to be money well spent and I’m super happy. Along with a 17-page analysis, Tom spent 35 minutes with me on…

“The written analysis from RSSA was extremely clear and comprehensive, and the follow-up call with our RSSA advisor made it easy to make the important decisions about our financial security going forward. I am so glad I did this — now I can move ahead with confidence and clarity that I am doing the best…

“Spoke with Norm Haug. He was very helpful and took his time to answer my questions. He discussed options that I could do and what to be careful of. Norm emailed me a review of our conversation with info. If I have more questions I would discuss with Norm again.”

“Well worth every penny. Like almost everyone, my wife and I found social security baffling and Thomas walked us through every aspect of it and presented options available to us. The information was clear and comprehensive and when we have questions in the future, Thomas will be there to answer them. If you are planning…