Testimonial Category Archives:

“Dane was incredibly knowledgeable about the social security strategies available to us and provided us with a recommendation that will maximize our benefits. He gave my wife and I a very clear picture of our actual monthly retirement benefits. The understanding of our benefits gives us a solid foundation upon which we will build a…

“Helped me save more than over $15,000 per year”

“Thomas Drapala did an excellent job explaining a number of technical issues related to my personal situation. I appreciate most the extra time he took to analyze my specific issues. I would want others to know about my experience.”

“Our experience with Norm and his presentation of our analysis was explained in great detail. The information itself was more than what we expected to gain. Moving forward we know how to plan accordingly and are confident to have a more than comfortable retirement because of knowing what our claiming strategy will be. Thank you…

“Thomas was easy to work with and very flexible with scheduling our appointment with him. The information we received was very informative and helped us to make a better decision on our retirement as far as when to retire and what would be the best option for us. We appreciate the help we received and…

“Norm and Thomas are highly knowledgeable advisors whom no one should be without. I can’t recommend their service more! All will benefit from their wise counsel!”

“I worked with Norm H, and he did a great job. After gathering some information, he prepared a Social Security analysis that explained our options and the financial impacts. We followed his recommendation, and we are sure we made the right filing decision for our family. A great experience!”

“Martha Shedden applied her wide knowledge base of Social Security benefits in guiding us through the application process with our unique set of circumstances. I knew there would be glitches if my husband and I tried to apply without guidance. Martha talked us through the online application and we sorted the rough spots together. It…

“Mr D was straightforward. His report was thorough and delivered on time. Most important it revealed that by taking my benefit now instead of waiting a year on my 70th, I’d save $40,000.”

“The RSSA expert contacted me quickly and answered my questions about my spousal benefits. I am upset that I may have received benefits for many years prior to my application because of the erroneous information I received from the Social Security Adminstration’s own staff at the Chicago Headquarters.”