Shia weinfeld was vrry proffessional and courteous

I have been receiving Social Security payments for approximately 10 years along with my child. When I met Juan, he made me aware that my wife should have been taking Social Security payments as well because she has been taking care of our child this whole time. I regret not meeting someone like Juan 10 years ago when I started collecting. I missed many years of payments for my wife. Now I’m thankful for his advice that we will start collecting for my wife also. He also guided me on reducing health insurance cost and maximizing my retirement income. Meeting with Juan is worth the time. If you are about to be on Social Security or have been on it, contact him right away.

Azeb is very professional and patient when explaining how Social Security works. I learned a lot from her, and I’m very comfortable with my retirement planning now that I understand how delaying my social security will benefit me better.

I went to Social Security office and was advised to wait till my full retirement age. A friend of mine referred me to Juan for a second opinion. When we went through the numbers and my own personal situation (12 year old daughter and wife that takes of care of her), based on Juan’s report on maximixing my social security, I was better off collecting social security now, since I will be collecting money for my daughter and my spouse. I thank my friend who told me to get a second opinion and Juan for explaining everything and maximizing my social security payments.

Mr. McBride conducted my Social Security Analysis, providing me with a clear and comprehensive view of my current situation and the strategic path to achieve my goals for myself and my family. His professionalism and dedication are outstanding, as he equips me with the financial tools necessary to maintain my lifestyle into retirement while also ensuring a lasting legacy for my family.

I came across Steven while searching for help with social security enrollment strategy for me and my spouse.
Turns out he is sort of a retirement advisor going beyond SS.
His explanation of the whole process and clarity is some thing I really come to appreciate.
He shared multiple options without even trying to push one vs others. I am sure people like me will be greatly benefitted from his vast wealth of knowledge

Carlos definitely helped us understand our options for retirement. Very patient and informative. Thank you Carlos!!

I appreciated Danes patience and hard work, he was authentic and easy to talk to.

We had been looking for a consultant specialized in social security advisory. And many of them provided different answers to our questions which were confusing. We had a telephone with Mr. Wang on last Sunday (yes, he works hard), and answered our questions in clearly and effectively. I would recommend him to any one for this type of service.

Thank you so much for sharing knowledge. Understanding my finances better will strengthen my future.

Martin’s presentation was clear and informative.
He also explained with our native language (Burmese). I believe he could help our community to understand more about the fundamental of Social Security benefits.

Now I understood clearly about the Social Security Income .So I have to make a plan for my family .Thanks for your explain .

This is very informative and knowledgeable for me. The way he explained is very professional.Thank you so much.

Thank you so much Mr.Huan. It is very informative and helpful 🙂. Now I can make more informed decision for my retirement. Mr.Huan is very knowledgeable and experienced RSSA. The first time to understand, three different ages to qualify social security income benefits 62 yrs old, 67 yrs old and 70 yrs old to avoid unnecessary penalty. Also, learned about income for married. We are very lucky to have you in our community.

Excellent experience

Shia is a pleasure to deal with. I had a number of questions regarding proper planning for collecting Social Security benefits. Shia took the time to thoroughly understand my situation and create a detailed report laying out all my options. He further took the time to review the report in detail and advise what my best option would be explaining what is most beneficial given the details of my situation. He answered all my questions in a way that was easy for me to understand. I would recommend Shia to anyone who is looking for information or planning their Social Security collection

The Social Security “Roadmap Analysis” from RSSA has been awesome to use. It was simple to load the data required to “setup” the tool for my wife and my particular situation, including our historical earnings download from the Social Security website and upload into the roadmap tool. The roadmap’s output (Heatmap, Break-even Point, and Primary Insurance Amount), were all simple to follow and allows your own “what if” analysis to see the effect of your future decisions. It’s difficult to put a value on one’s piece of mind knowing the future impact of our critical decisions today. Thank you, Cheri, so very much for sharing this with us.

Shia was very clear in showing me all my options as well as clearly delineating them on paper so I could see them visually (which helps me).
He also answered all my questions in a clear and unhurried manner, and always responded very quickly to my emails. I definitely have a much better understanding of the various possibilities open to my wife and myself now that I have discussed them with Shia.
I would highly recommend anyone seeking information about financial planning with regards to social security, to be in touch with Shia Weinfeld.

Great advise on some very complex issues. Found all of this very enlightening

Rodney’s expertise and integrity truly set him apart. I reached out with a few questions, and his response was quick, thorough, and genuinely helpful. He maintained complete professionalism without a sales pitch, no push for a call, and no request for personal details. Love it!! Rodney’s priority was obviously to provide honest guidance, showing that his focus is on genuinely supporting folks rather than centered around financial gain. I’m thoroughly impressed and can confidently recommend him to anyone seeking knowledgeable and trustworthy advice. Thanks a million, Rodney!

My experience with Martha was exceptional. From the moment I reached out, she responded promptly with a detailed, helpful explanation, demonstrating her commitment to transparency and professionalism. At no point did she apply any pressure or ask for personal information, nor did she attempt to sell anything. It’s clear Martha is in this field to genuinely assist others, not just to turn a profit. I’m truly grateful for her guidance and wholeheartedly recommend her services. Thank you, Martha!

Wow! Not even sure I can put this into words! I’m highly impressed! I sent Kevin a message and he replied super fast with an in-depth explanation that was very helpful! He never tried to be slick and pressure me into a phone call or giving up any personal info. He didn’t try to sell me anything. Just a total professional who obviously cares and is in this business to help others rather than to make a quick buck. Thanks a million Kevin! Highly recommended!

I met Cindy at a client seminar that my financial advisor organized. I was impressed with her knowledge of the various changes that Medicare was undergoing in 2025. Immediately after this session I called Cindy to have a conversation and then set up a meeting for my wife and I to explore new plan options going forward. Prior to our meeting Cindy gathered all of our info on current doctors and medications. From there we met to discuss her recommended plan options and walked out of that session with cost effective plans for 2025. Cindy was invaluable in saving us a lot of money monthly (no monthly premiums). Cindy Clonts is the person you want to speak with to demystify the Medicare puzzle, find the right plan for you AND save money! Thank you Cindy.

Craig provided us with two different scenarios that enables my wife and I to much better determine when retirement makes the most sense for us. While the report was very comprehensive and detailed for us – which we wanted and appreciate, Craig took the time we needed to explain the various sections. We now have a very clear picture of when it makes the most financial sense for both or either of us to retire. Craig is very knowledgeable and always readily available to help us. We recommend Craig to anyone needing this information.

If you are looking for a professional to analyze and recommend options to maximize your social security benefits, Anthony Acri is an excellent choice. He is a registered social security analyst (RSSA) which requires challenging coursework, testing, and hands on experience, mastering all the regulations and nuances required to navigate the Social Security system. Anthony met with me and my spouse to understand our goals and to inform us about spousal and death benefits. He identified scenarios for our consideration and was a very good listener. We found him to be personable and very competent. He provides a hard copy or electronic version of his analysis for reference in the future. I would not hesitate to use him again for social security, financial advice, or insurance issues. Highly recommended!

We would like to thank Cindy Clonts for going above and beyond for finding us a Medicare plan that worked best for us. She is so easy to work with and is very knowledgeable. Thank you so much Cindy.
Randy and Leslie

Siva Shanmugan is a great advisor and very knowledgeable. He is very thorough and explained everything in detail that made me feel very comfortable. I have been recommending him to my friends that are thinking of retiring.

Matt took the time to review my options and assisted with navigating the confusing SS benefits

He was very helpful on things I didn’t understand and he explain everything in detail. I will recommend Nick to my friends and family.

So glad I signed up to attend this seminar. It was very informational and Rene was terrific in answering all questions asked.

I highly recommend Mr. Concepcion’s services to anyone interested in obtaining professional advise about Medicare claim options. Mr. Concepcion prepared a detailed analysis about my filing options that was easy to understand. I was able to determine my optimum time to file for Social Security in order to maximize my benefits.

Steven was very helpful with getting my social security benefits started . I would recommend his services to anyone that I know that ready to take care of their benefits.

Cristiana patiently listened to my social security problems, clearly explained all my options and guided me towards most beneficial options for my situation.

Carlos did my retirement analysis. Thank you for all the explanation it was great and clear 👍

Anita started helping me with SSI after helping me with some insurance needs and became my information provider and assisted me with mine and then has been helping my wife and I through the process of getting her Disability SSI. There is no way I would have been able to get the information needed for this, she has been invaluable to us and I can’t thank her enough.

Rich

Anita has been extremely helpful in helping us navigate SSI and resolve any issues that came up and is still continuing to do so. She has been invaluable to me throughout the entire process.

Richard Fales

If you are looking for someone who is passionate about helping you to make the best decision on when to take social security benefits, then you need to go see Don Johnston. I attended one of his workshops last night. He is very professional, and the presentation was well put together. He took his time to make sure that all in attendance understood the information presented. He welcomed questions and answered them all. I’m a year away from becoming eligible to draw if my husband and I decide to. He has definitely given us valuable information to help us make an informed decision when it’s time. Definitely 5 stars from me! Thank you Don!

Jeanine Kinzie’s consulting was extremely helpful, her analysis and insights made this process much easier to understand. Jeanine was very responsive and thorough. She truly went above and beyond and would recommend anyone that has questions to seek her out! We are grateful to have her to entrust in, as we approach this time in our lives! THANK YOU JEANINE!

Responsible and patient. Very nice person

I really enjoyed Kevin’s passion and professionalism as he gave a very good presentation on social security. Kevin is very knowledgeable and he took the time to answer many questions and he offered to follow up with attendees. I am glad he followed up with me with a sample of his 21 page report. Great information! Thanks Kevin

Amy is more than a financial advisor. Not only does she work with an ethic of excellence in everything from customer service to the final execution of documents, she skillfully negotiates with various parties and institutions to bring about desired results. I highly recommend her services if you are looking for an advisor that practices with both efficiency and competence.

It was great seeing what my projected retirement looks like and the best strategy. So many laws regarding social security. Juan explained everything so well. Now I’m confident about my decision. I refered him to a couple of coworkers who are also interested in learning more about their own social security benefit.

Melissa helped us understand the pros and cons regarding taking social security early or later. I was just re-reading the information (now that my husband is retiring) and I am so impressed with how thorough she was. We have some complicated situations and she explained them really well and gave us a report that we could reference. I highly recommend her.

Steven was so very helpful and calmed my anxiety I had about how to sign up for Medicare A and he explained everything and then much more.I highly recommend him to everyone who has questions. A pleasure to deal with.

Cheri was great to work with. She was knowledgeable, prepared and easy to talk to. Cheri took her time explaining everything to me, not once, but multiple times! I would recommend Cheri without any hesitation!

Trevor is amazing!! He brings such a depth of knowledge, my husband and I are so happy to be working with him. He provided a very detailed analysis of our social security options and answered every question we threw at him. He also gave us a complete understanding of our medicare choices so we could make an informed decision. We highly recommend Trevor and will be referring him to all of our friends. 10 out of 10!

Absolutely sensational! I loved the way the material was presented! All my questions were answered and Trevor did so in a thoughtful and easy to understand way. I came away feeling like I had all the information I needed. Thank you Trevor for helping us see all our options so we could make an informed decision on both our Medicare choices and Social Security benefits!

Trevor did an excellent job of gathering the needed information, generating the analysis, and presenting it to me in a way I could understand. It was a great help to me and making some decisions for the future. Thank you so much!

Martha was great in helping me understand all my options and when to best take social security

I received Yeshaya’s name and contact information from a friend who told me that he had been very helpful in finding resources for her aging father. When I contacted Yeshaya, he graciously responded to my e-mail almost immediately. He spent time with me on the phone, discussing my situation and offering helpful suggestions. In the times since when I’ve needed to follow up with Yeshaya, he has consistently responded promptly to my inquiries and been generous with his time and efforts. I highly recommend Yeshaya. He has been very helpful to me, as he has surely been to others in my situation.

After the death of my wife, Yeshaya was very knowledgeable and helpful in navigating the proper course of action in claiming my Social Security benefits. Our discussion brought to light many unknown intricacies and I feel that he steered me in utilizing the best possible way forward under the circumstances.

My family is in desperate times right now and I was looking for any further lifelines since the past two years have been difficult at best. I found Travis on Google and figured I had nothing to lose. I sent him a message, and got a very quick return phone call. Unfortunately, I was occupied and his message stated he would call back later that day. True to his word, he did call back. He was professional, empathic, knowledgeable, and supportive. He is now MY advisor and I appreciate that I found somebody I could TRUST! I APPRECIATE HIM.

From the moment we started working together it was clear Steven is very knowledgeable about the intricacies of social security as well as implications to tax, insurance, Medicare, and Medicaid. He takes a holistic view working to understand your full financial picture then presents a comprehensive plan. Steven was a delight to work with, and we highly recommend him.

I reached out to Erin at Suncoast Social Security Advisors for a Social Security analysis. Erin was extremely easy to work with, professional, pleasant and thorough. Erin prepared an detailed analysis for me and then took the time to explain my options in a very clear and concise (very understandable) manner. She also welcomed my questions and explored different avenues and options with me. I had a general understanding of my Social Security options but, Erin was able to answer my remaining questions and provide ALL of the options to me. Sometimes you don’t know what you don’t know. I highly recommend Erin and her services. She was a pleasure to work with and has provided me with invaluable information in making the right choices for myself with regard to Social Security. Thanks Erin!

Amy is very thoughtful and detailed. She patiently explains your investment options in order to meet your financial needs. She is a trusted advisor and a pleasure to work with.

Approaching retirement, I was fairly confident I could navigate Social Security decisions on my own. Soon I realized that the timing and when to best proceed with SS distributions was not so straight forward. Joe helped guide me through the complexities, showing me the positive and negative benefits of different choices. Nothing better than feeling confident I chose the best solution for me.

If you have any questions or uncertainties about Social Security, I recommend speaking with Joe DiPasquale. I am sure you will find his knowledge and help invaluable.

She was very supportive and very kind,excellent person.

Frank is very personable and thorough in everything he does. He’s caring and very responsive. I recommend his services to anyone who needs help with Social Security questions.

Michael did a wonderful job helping me navigate the Social Security no man’s land. He answered all my questions and showed me options I have, all the while making it very easy to understand. Now that I am getting ready to enter into Social Security in the next couple of years, I am glad I have Michael to help me understand the many facets of a very complex system.

“Mark’s meticulous approach to our Social Security RoadMap was invaluable. By carefully considering our age difference, he helped us optimize our Social Security income, a game-changer for our long-term financial planning. His guidance on when to claim benefits ensured we maximized our income without outliving our savings. As a Medicare expert, Mark also expertly navigated me through my Medicare options, and I’m now reaping the rewards. Thanks, Medicare Mark”

I can’t thank Joe enough for his invaluable assistance in navigating the complexities of Social Security timing. He truly opened my eyes to the significant impact timing can have on my benefits, and I feel much more confident about my financial future because of his guidance.

Joe patiently walked me through the entire process, explaining the various factors to consider and helping me weigh my options. His supportive and knowledgeable approach made what could have been an overwhelming experience feel manageable. I always felt like I had an excellent guide by my side.

Thanks to Joe’s expertise, I was able to make an informed decision about when to claim my benefits, maximizing my potential income. I highly recommend Joe to anyone looking for expert guidance on Social Security.

Thank you for the educational info!

I have known Marc for years. He is a constant professional, who always does the right thing and tells you how it is. He is a strong leader and mentor supporting our community. I trust Marc 100% to help those who ask him for support.

Don demonstrated phenomenal knowledge, expertise and patience as he walked us through his well researched solutions to our Social Security benefit questions. He was extremely professional and reassuring, answering questions on the spot as we navigated this complex maze.

I had no understanding how Social Security & pensions were affected. I was happy to learn that my benefits will be available when I do retire in the near future. Everything today is so expensive in the world we live in. I am so glad that Michael was able to break this all down. Michael is my Sisters agent for Medicare & when she told me he did Social Security Consults I knew he was our guy. It was really neat to hear the story of how Social Security started and how past the 2030’s Social Security benefits will still be in tact.

Steve is very knowledgeable about Social Security and answered my questions. It was definitely worth my time.

I highly recommend Karin Leger to assist with Social Security and Medicare Planning.
It was an easier and faster process with no call wait times and scheduling appointments
weeks in advance. Thank you,Karin.

Terrific and careful work all around. Can’t say enough good things. Highly recommend!

To any one that needs help on Social Security, Brian is the helpfull person to go with it…
To me (Maria P. Shaffer) he has been working on this matter on helping me in the right pad
to find an answer, that’s the reason he is “Registered Social Security Analyst”
Thank you Brian Fleming….

Michael was able to answer all my questions. He was able to help me determine at what age would be best for me to work towards my retirement. I will be sending Michael my friends and family for support with all of there Social Security Questions & Concerns.

Working with Aaron Gagnon has been an exceptional experience. His deep understanding of the Social Security system and his ability to provide personalized, clear advice made a significant difference in my financial planning. Aaron’s meticulous attention to detail and genuine commitment to his clients set him apart. Thanks to his guidance, I feel confident in my Social Security decisions. I highly recommend Aaron to anyone seeking expert advice in this area.

I would highly recommend Janine as a personnel financial investments adviser. She is professional, respectful, patient, kind and very knowledgeable in her field. In addition she has further taken on additional accreditation class to help her clients get ready for retirement and understand social security benefits. For me personally she breaks this foreign language down to simplicity where I can understand it and that is what I appreciate most about her.
Thankyou for all your years working on my behalf.

Brian Fleming was an incredible resource regarding the questions I had relating to Social Security benefits. I have been in touch with Social Security offices multiple times with questions and I never received a clear answer. Ryan took my Questions, did the research and returned to me the answers that I was seeking, so grateful Brian for all your help!

David walked us thru the process of medicare (which has the propensity to be very confusing). Dave answered our questions and assisted in the navigation of decision making process we (me and my wife) had to choose. I would highly recommend Dave Barker and his services.

Frank Garcia is a good man. He will make it simple and easy for you to understand what can be an overwhelming process for many. He’s honest, caring, compassionate, and truly wants what’s best for you. With his guidance as a financial professional, you can confidently navigate the challenges regarding Social Security knowing you’re in good hands.

We have had a positive experience working with Nadia Tupikina. We moved to Florida from a northern state at the end of 2023, and one of the most crucial issues was choosing the right health plan in time. The situation was complicated by the fact that I am already retired, while my wife continues to work, meaning we needed two different plans. Moreover, we were alarmed by information suggesting that the level of medical care was low and insurance would be unaffordable.
We were not disappointed, as Nadia meticulously analyzed our situation and preferences.
What was the result? Now we have a good network of highly qualified doctors. It is no worse than, and in some aspects, the level of specialists is much higher than what we had before moving to Florida.
We have approached Nadia with other planning and insurance questions, as her experience is extensive and she made every effort to help. The greatest gain on this journey was Nadia herself, as a professional and warm person who sincerely helps people find optimal solutions.

I heard you talk about your RSSA designation in the Yorba Linda Chamber. You have provided me with alot of information about insurance not only for myself but for my company as well. I thank you for your service.

Rene really help me understand my options on SS. He did not mind my question and made sure I understood.
I was very happy with Rene.
Thank you for making this service available for free.

The report that Jon provided was very insightful and provided information that I didn’t even know that I needed. It is interested to see that while Social Security benefits are the norm for those in retirement it is just one of many vehicles that one will need to survive the retirement phase of life.

I would recommend that everyone have a Roadmap performed by Jon and review it at least annually to ensure that they receive the maximum benefit and can plan accordingly for the proper time to activate their SSA benefit.

Carlos provide an excellent service, very patient person and he explained so well that I would recommend him to all my friends.

She was so kindly and hospitality person

This next chapter in my life has been so confusing BUT Ken stepped in and has walked me thru everything I need to know and do. I had NO idea what to expect in this next phase but with Ken’s help I’m moving on the right track! After many email’s, phone calls , plus an in person visit we have a plan!! If you need help with your plan call KEN!

She explains things clearly and is very helpful.

My experience with Thomas was enlightening. He thoughtfully and carefully answered my questions and concerns regarding ny social security benefit. I look forward to chatting with Thomas again as I near my projected retirement date.

Thomas thank you for your professionalism and caring demeanor. It was a pleasure to work with you.

Rodney L. Arnold

Mr. McCann is friendly, thorough, personable and smart. He brought things to my attention that other people I’ve spoken to about Social Security AND Medicare never made mention of. AND all for the best price anyone could ask for. The information he gave me was worth hundreds of dollars if not thousands per year. Thank you, Tom. Im looking forward to a long-standing relation ship with you.

Very professional person. Made everything such a pleasant experience. So patient. Helpful and caring. Very knowledgeable about everything. Even called the company for us and helped us to maximize our money n our policy. Tax free. Would highly recommend her to anyone needing protection and wanting to maximize. Their retirement and current income. Thank you

Best experience ever with a professional gentleman that was so patient caring and helpful. Very knowledgeable Would highly recommend him to our family and friends. Thank you

He is very professional and knowledgeable and I can always recommend to others for his service.

I feel so lucky that I found Cheri to help me with my ss confusion.
I started application for my ss benefits, and got stuck with questions which I guess a lot of immigrants will have as well.
Cheri was attentive, understood the problem, and gave me the best possible answer.
I felt so safe, and secure working with her.
I highly recommend Cheri Head for all your Medicare and social security questions.
She is fantastic!!

Wendy was friendly and informative during our stay at her rental property, and we appreciated her professional attention to detail.

I am writing to express my highest recommendation for Richard Hirtle, a RSSA (registered social security analyst), whose advice and expertise have been of immense benefit to me. Over the past several weeks, Richard provided me with guidance on a range of social security issues, and his assistance has been nothing short of exceptional.

From our initial consultation, Richard demonstrated a profound understanding of the social security system. He was able to quickly and accurately assess my situation, identify key issues such as WEP and GPO, and provide clear, actionable advice for my wife and I. His comprehensive knowledge of social security rules and regulations, coupled with his analytical skills, ensured that every recommendation he made was both thorough and precise. He took the time to walk me through each aspect of his 21 page analysis, ensuring that I fully grasped the implications and options available to me.

Thanks to Richard’s guidance, I was able to navigate the complexities of the social security system with ease and less confusion. I am immensely grateful for his assistance. His professionalism, expertise, and exceptional communication skills make him an invaluable resource to those looking for guidance.

I’m so thankful to have worked with Kevin. He saved me a fortune. Had I learned about Kevin and his S.S. benefits analysis sooner I may have saved/earned even more.
Super easy. Very specific and in-depth report showing me exactly what my options are for today and in the future.
Unbelievable service and very inexpensive.
5 STARS

She is family oriented, caring, kind, and most importantly no pressure, she makes us feel comfortable to talk. We were financially educated (thank you for your patent also Mutsuko San!) able to choose the best plan for us. Thank you Mutsuko sann!

I just want to say thank you
Matthew for all your help in answering all my questions about Social Security, and making me feel better about all my decisions I have Made so far. You are so knowledgeable and if I have any more questions I know that I can contact you again. God bless

I recently had the pleasure of working with Matt Lane to plan Social Security benefits and strategies for my mom, and I couldn’t be more satisfied with the experience. Matt was incredibly knowledgeable, patient, and attentive to our unique situation. He took the time to explain complex concepts in a way that was easy to understand, and his strategic recommendations were both insightful and tailored to our needs. Thanks Matt, we feel confident in our plan and are grateful for the peace of mind. Highly recommend!

Mutsuko was very thorough in helping me to understand and realize what I needed to do to apply for Social Security benefits. She also helped me understand the best way to maximize my benefits. She was very communicative throughout the process and I appreciated her professionalism.

Wendy distilled us our social security information into a tangible package and helped us formulate a plan of action. We feel better prepared to make informed decisions regarding claiming social security benefits. Thanks Wendy!

Wendy was fabulous! Well worth the time to meet with her. During my review, Wendy made me aware I will be able to retire earlier than I expected!! Thanks for your help Wendy!😀

I got many years in $0 income due to errors made by my accountant. Thanks to Carlos that gave me all the clues, I still have time to fix this situation and be able to receive a retirement . You are the best!

Dale Walker gave thorough and useful information and answered all my questions so I could really understand my Social Security benefits and how the way the Social Security system calculates benefits. I found that it was especially helpful to receive information that was in depth regarding how Social Security benefits and other forms of income earned while receiving Social Security could effect my taxes.
I now feel ready and have a plan going into my 60s so I can get the most out of my benefits. While reading the Social Security website is helpful, it is so much better to talk and ask questions to get a good idea of what you want to do, and I am very thankful I was able to discuss my particular situation and options available to me with Mr. Walker. It was an excellent educational session that I believe will lead to less financial problems for myself in retirement.

We met with Brian on a couple of occasions. One was for insurance after my Cobra ran out, and he was able to explain all I needed to know to make an informed decisions on my families healthcare insurance needs. Another occasion was to review our Social Security. He laid out a comprehensive plan for my wife and I as to when we should start collecting our Social Security. Brian is very knowledgeable and explain in detail for clients to make decisions that could affect them in the future.

Brian took a very complex decision in when to take Social Security and simplified the outcomes to our complete satisfaction. With all the variables one has to consider, Brian asks the right questions, collects the right data to present you with a series of decision points to fit your personal life style needs. Well done Brian!!

Very Knowledgeable and helpful . Show me the right time to ask for my Social Security benefits.Thank you so much for your help!

Carlos provide me the service of social security analysis and they gave me different options to get retired. Thank you so much for your excellent service!

I am so grateful to work with Mr. Nelson Cade. He is very compassionate about his work and is extremely thorough. I was faced with several challenges, and thought I was going to have to put more time into Social Security. I am a client who was potentially faced with WEP. I thought I was going to have to work more years in order to avoid being penalized. After my analysis, I was amazed to learn that my Social Security benefits and pension would not be affected. After the analysis it gave me a full picture of my future. The greatest opportunity is paying once and knowing I will always have continued service.

Thank you for helping me! Without your expertise I would have been working more time, and taking away from my life that was unnecessary.

Satisfied Client.

Roderick is smart professional man. I happen to first speak to him when I was looking for a health supplemental plan. He had great advice for what plan myself and my spouse should take and I’ve been grateful ever since. The characteristic that was outstanding about Rod, was that even after sign up, he continue to help me out when I had questions, it wasn’t sign up and then forget. I would and have recomended him to many of my friends.

Mark was wonderful to work with throughout the entire process. The attention to detail and the amount of care he took with all of our information made the entire process so easy. He provided great insights and showed us multiple options. Because of all the options, we now feel so relieved as we were so unsure of how our benefit would play out. Because of the great informatoin provided by Mark, we feel very good about our options and when will be our most optimal time to file. Thank you again Mark, we highly recommend!

Shia Weinfeld assisted me in determining the proper timing of taking survivor benefits and filing under my own social security .
The reports generated were easy to understand and gave me confidence that I would be maximizing the benefits .
He was very patient with any questions that I had . I would recommend his services.

He has helped me getting index annuity. Switching to an index annuity has provided me with peace of mind and stability for my financial future. Its combination of guaranteed minimum returns and potential for growth through market index performance align perfectly with my long-term goals. I highly recommend him for anyone looking for a reliable investment option!

The Social Security GAL provided some new insights on our SS benefits and timing. They delivered a comprehensive package based on our unique situation and discussed the outcomes, key assumptions, and optimal solutions. As a result, our plan is now to start taking benefits a couple of years early to maximize our benefits. Thanks Wendy!

I appreciated Mrs. Power for assisting me with my Social Security analysis. What I admired the most is her integrity and confidentiality. She went above and beyond to patiently explain the information and data so that I could understand it. She researched information that applied to me and my personal situation and how the social security laws affected me. It is a treasure to know that someone will take the time to care that my needs and knowledge were considered. I was able to choose the right option for myself, received clearer explanations and information on the rules and laws of social security filing age and benefits. Everyone matters to her, and every person’s business is kept confidential and private. Having the knowledge to make the right decision helps avoid pitfalls later.
Thank you Mrs. Power.

Alfredia T.

My wife and I are so glad we found Jeff! We were about to collect our SS benefits far too early. Jeff was very knowledgable and generated a comprehensive report that showed how much more money we would receive if we just did a few things differently. Highly recommend Jeff and his team!

Thien is an absolute expert when it comes to social security and financial decision making as you plan for your retirement. Social security is complex, and Thien has a firm understanding of all the nuances and how to maximize one’s total benefits depending on their unique situation. He is a knowledgeable and trustworthy advisor when it comes to social security planning and financial decision making. I highly recommend reaching out to Thien as he can provide education and a financial planning strategy that will likely help you gain thousands more dollars in benefits that otherwise would be left on the table.

I have been involved with an extremely bright woman named Sharon Helman who has helped me exponentially with Social Security. She is extremely smart and understands how Social Security works and all the intricate dynamics of the Social Security System. She has worked very hard on understanding the system of Medicare and Social Security as things change with a snap of finger. She knows how to get the maximum benefits that people aren’t aware of for all of her clients. She has been extremely successful. She’s great with people and explains things very clearly, which is so important to elder people and younger people as well. She makes you feel comfortable with understanding what needs to be done. She has a great disposition and is very caring. I would send anyone who needs help with the government systems of Social Security and Medicare to Sharon. She is fantastic.

“Martha is wonderful in the Social Security income planning. She is enjoyable to work with and very logical in her approach to financial planning. I was very pleased with the time I spend working with her.”

Dear Thu Le,

Please accept my heartfelt thanks for your dedication to helping individuals like myself make informed decisions that will undoubtedly impact our futures positively. Your blend of knowledge, patience, and genuine care for your clients’ well-being sets you apart in your field.

I look forward to continuing to work with you and will not hesitate to recommend your services to those in my circle seeking expert guidance on their Social Security and retirement planning.

Warmest regards,

Kevin

Tom was excellent helping my wife and I navigate the social security process when we retired and filing applications. He answered our questions and any concerns we had. I would recommend Tom for any assistence needed.

Jeannine used advanced analytics and skills to ensure I made best SS enrollment after working and contributing over 50 years. She is professional, personable, and customized mine like an artist masterpiece. I wanted my SS to work with my other investments in portfolio so my dream of a retirement in a glittering castle with one heart one way fun.She did that and so much more.

Jeanine always makes sure she is up to date in health insurance matters, but now she is taking it to the next level by specializing in Social Security benefits, or anything related with SS.
Jeanine Kinzie is very professional, knowledgeable, kind and always giving you a high level of service. She kindly prepared a retirement SS analysis, with different claiming options, explaining it all the way through.
Without any doubt, I will definitely recommend Jeanine Kinzie of Great Lakes Insurance Agency.

She provides great advice!! The RSSA software that Jeannine uses is more powerful and inciteful than the other software.

Jeanine’s analysis for us has provided the data, advice, and tools needed to allow us to make the most informed decision possible as we approach Social Security timelines. Her professionalism and her willingness to spend time answering questions, offering explanations, and providing counsel have been invaluable. If you are approaching that decision yourself, I would highly recommend the RSSA Roadmap process with Jeanine. What a blessing she has been. Thank you!

If you ask me about retirement information I am clueless about it until I had an analysis done by Lex. It brought me to a whole new world. So, I asked Lex to educate me about social security and the filing ages. I learned some interesting facts from him. For example, if I wait until the age of 67, it increases my SS benefit by $800.

I am thrilled to write a review tor my RSSA advisor, who has been instrumental
in helping me navigate the complex world of social security benefits.
Shia Weinfeld was the resource I needed when I was doing my research
on the timing of when my wife and I should start our social security
payments. His expertise and dedication have ensured that we receive the
maximum benefits we are entitled to. His information was very detailed
and very clear. He made this decision an easy one! I am very appreciative
of the knowledgeable assistance.”

The combination of Rommel’s experience and RSSA’s software tools were very powerful and helpful. Rommel was able to provide us multiple scenarios regarding the impacts of drawing on Social Security based on differing longevity of each of us as well as others factors. He was able to answer all our questions as we went through the process. I highly recommend Rommel to anyone that is looking for sound, honest, fact-based guidance on Social Security or other personal financial questions.

I met with Mr. Lane today to go over my retirement and some concerns that I had. He was thorough and prepared. He answered all of my questions that I had and helped to put my concerns at east. I am incredibly confident in both my retirement and having Mr. Lane as my financial advisor. I highly recommend him for all of your retirement financial planning needs!

Dale is very knowledgeable and easy to talk to. He put together a detailed and thorough analysis for me and my husband that is invaluable for helping us make the decision on when to file for social security. He walked through it with us explaining how the calculations were determined. He also identified a couple of things we need to pay special attention to when working with the SSA to file. He was generous with his time and offered to collaborate with our financial planner.

We highly recommend Dale.

Spending time with Kit regarding Social Security was great. The process with Kit was a breeze. She is personable, knowledgeable and professional. Kit follows up and gets back to you in a timely fashion. Kit cares about people and how she can support them. I would gladly and with confidence recommend Kit.

I recently had the opportunity to work with Don in reviewing our plans for Social Security. I highly recommend Don to anyone looking for help navigating the ins and outs of Social Security benefits! Don is great to work with and I found his knowledge extremely helpful in making our plans for the future.

The best thing I can say is Thank you so much you are a lifesaver! really appreciate all the hard work and support.

I recently worked with Shia Weinfeld, his expertise and professionalism helped me greatly.
He offered valuable insights and recommendations for optimizing my benefits.

Highly recommended.

Judy Eckstein

Beautiful explanation, everyone should check prior of getting retired the details of their earnings. Carlos help me to identify mistakes on my retirement on time. Thank you so much !

If there’s anything I want to say about Hau is that he’s one of the must genuine and most strategic advisor I have met. He really put his clients first with plenty of information for me to make an informed decision. He’s able to put things into perspective in a way I never would have thought about if it wasn’t for his guidance. Thank you Hau for the wonderful things you have done for my family.

No matter how young or old, attending this seminar is a must. If you do not see a value right away, you may know someone that can benefit from the knowledge.

I’m so happy I was able to connect with Dane regarding my Social Security options. The report that he provided will greatly assist me in making my decisions. Dane was professional, highly knowledgeable and so thorough in compiling the information. I know I will now be able to make a knowledgeable decision regarding my Social Security.

Dwight was very through with the information to make it easy for me to understand this confusing time of my life. Thank you Dwight

Dwight was so knowledgeable and I can’t thank him enough for explaining all of the Social Security information so that my husband I can make the best informed decision for our future. I had no idea how many things I had to consider when making a decision about when is the right time to start receiving Social Security. He was also so helpful in talking about our finances and what other kinds of things we can be doing to prepare for retirement. He really cares and takes the time to make sure you understand everything and is happy to do it! I recommend everyone to take the time to seek him out for his expertise in his field of retirement planning/Social Security and investing/wealth management.

We enjoyed working with Catherine (Kit) in seeking information about our Social Security benefits and timing of when is best to start taking our benefits to achieve the best outcome. She is a trained RSSA agent and has access to their RoadMap tool that can provide numerous scenarios/outcomes of taking social security benefits at different ages. The tool will recommend when is the best time to do this to maximum SSA benefits.
Kit’s knowledge and the Roadmap tool are especially useful if you are married and even factors in if your spouse has other pensions (for example Colorado PERA Pension) that reduce your SSA benefits. We were surprised that the analysis from Kit and the Roadmap tool suggested that we may be better off taking our benefits at an earlier age rather than at our Full SSA Retirement age to maximize our total benefits during our lifetimes. Very helpful, as would never thought to look at it that way.
Thanks Kit.

CARLOS CHACON was very professional, courteous and patient, He was able to answer all of my questions. I would recommend him very highly.

Tom helped my wife and i navigate the difficult process of filing for social security and answered all questions and concerns. He also provided a road map to SS after we gave him our history. He also helped us file applications. Recommend Tom highly.

So a lot of this is math – and I wasn’t sure what more info I could get beyond that – but I was surprisingly wrong. It was a serious case of “you don’t know what you don’t know”.

Besides the math being MUCH less straightforward than I thought (especially when one adds in the spouse’s numbers), there was a LOT of additional information I got from Kevin that strongly impacted this very difficult decision (of whether to SS payments early or not). Highly recommend spending the very reasonable fee, and the generous amount of time Kevin gives, to learn more about this important topic…

Matt’s knowledge of how to integrate SS planning into our clients’ financial plans has been tremendously helpful. It’s given our clients confidence in making the proper decision that benefits their families the most as they make decisions about their retirement.

Incredibly knowledgeable and patient. He tackled all of our social security questions with ease. A+

Matt is outstanding! Always on top of things, a great listener, and knows what’s he’s doing with SS!

Very knowledgeable, highly recommended!

Very knowledgeable!

Matt is a wealth of knowledge when it comes to financial planning. Especially when social security is involved. He makes the complex very easy to understand.

Reese exceeded our expectations. His thorough review of our Social Security concerns left me feeling informed and confident about our financial future. Reese has a remarkable talent for simplifying complex concepts, making the entire process remarkably easy to understand. His dedication to addressing every question and concern with patience and clarity was commendable. Moreover, Reese’s personable approach and genuine care for his clients shone through, making me feel valued and supported every step of the way. Additionally, his fee was incredibly reasonable, considering the invaluable peace of mind he provided. Without hesitation, I highly recommend Reese Phillips to anyone navigating the complexities of Social Security.

Dale was exceptional with providing and explaining the reports needed for us to make the correct decision on when to draw Social Security, he took to time to review each scenario and made sure we understood each option.

Highly recommended!

Reese Phillips of Registered Social Security Analysts, a division of The National Association of Registered Social Security Analysts, provided exemplary service. He meticulously addressed all our Social Security queries, leaving us feeling confident about our future decisions. Reese’s personalized approach and deep expertise instilled a sense of reassurance. What’s more, his fee was remarkably reasonable, considering the quality of service received. I highly recommend Reese Phillips to anyone seeking guidance on Social Security matters.

Dwight provided exceptional service. He is well qualified to handle social security issues. Dwight was professional and very respectful of my situation. He listened to my concerns and offered advice specific to my financial needs. Great service!

Carlos was very responsive and he took the time to walk me through, very knowledgeable and helped me how to handle the tax issue and my current salary. I enjoyed working with him. Thank you so much for all your help!

Anita was a life saver for me! I knew absolutely nothing about the whole process of claiming my social security benefits and was so overwhelmed about it that I put it off longer than I needed to. I needed help and I needed someone that I could trust.

Anita genuinely cared about me and took the time to make sure that I understood everything that I needed to do. The whole process was easy because she answered any questions that I had and she walked me through it every step of the way. It was like a big weight lifted off my shoulders.

Anita was supportive before, during, and after this life changing experience. Even now, if I have a problem, or don’t understand something I can consult her and she’s just as helpful now as she was in the beginning.
She’s gone above and beyond for me. I highly recommend her as a consultant!!!! I give her 5 stars for her services.

A+ Carlos is Knowledge and Professional and was very easy to work with, he consistently demonstrates a deep understanding of his job. I would like to recommend him to everyone.

Kevin was warm, friendly and SO helpful! He solved an important issue for me within 10 minutes! I highly recommend him.

Jim was very welcoming and transparent. Jim was very interested in helping me find answers to my questions. I enjoyed my interaction with Jim and would recommend him to anyone needing social security answers.

Kit was very helpful. She was knowledgeable, easy to talk to, and boiled down a complex subject to provide professional, concise advice for our specific situation. We highly recommend her.

Jim was great to work with. The information and reports that he shared were extremely helpful and he was very knowledgeable in talking about our options and how to make decisions in line with our financial goals. I was hoping to come out of the work with Jim with a better understanding of social security and our options and I certainly did. My wife is a school teacher who will be receiving a pension but she’s a career switcher so she has all of her quarters in to qualify for social security. Jim was knowledgeable about how her social security benefits will be impacted when she first chooses to collect but also what will happen if I were to predecease her. It was very helpful and calming for us to meet with Jim and come away with this new knowledge, we feel like we are in a much better place and would highly recommend Jim and this service that he is offering.

Working with Sonam Phuntsok was a fantastic experience. His attention to detail, professionalism, and outstanding communication skills truly set him apart. I highly recommend his services to anyone in need of top-notch expertise and a delightful client experience.

Dale’s in depth review helped me and my wife decide on the best course to take on our Social Security. The different options and analysis were
Very helpful.

I have been working with Mikal for many many years and I have nothing but great things to say about him. I have never been audited since he took me on as a client. He is no nonsense and he gets the job done. All my taxes he been straight after I have worked with him
He definitely knows his job well. I would definitely and have referred him to other people. I look forward to another great year under his leadership. He doesn’t just do your taxes but he also teaches you along the way.

Vivian is an awesome person. Her personality is amazing. Working with her made me feel so good that I felt I had been converted into a better version of myself. She is a more than amazing lady!

“Sonam is very knowledgeable, kind & very helpful. I was lucky enough for knowing Sonam. I really appreciate your help & Thanks for it.”

“Well explained and very informative. Thank you!”

“Great explanation”

“Great to work with, very knowledgeable, pleasure to deal with.”

“Thomas Drapala was very knowledgeable and helpful, his analysis and insights made a confusing process easy to understand and digest. Thomas was very responsive and he took the time to walk me through the setup process. I enjoyed working with Thomas.”

“What a wonderful service! Reasonable pricing, excellent customer service, thorough follow up and willingness to entertain almost any question. I cannot recall a better price:value from any other financial service. Even from my brilliant, rich uncle!”

“You may think you’ve done all your “research” and you know all you need to know about claiming Social Security benefits. More than likely, this is a false sense of “security”. Though there was much I did know, it was great to have this confirmed…with data, by Thomas Drapala. There was also one very important nuance about claiming retro payments that was helpful for my spouse that I was not aware of.”

“Thomas was the resource I needed when I was doing my research on the timing of when my wife and I should start our social security payments. His information was very detailed and very clear. He made this decision an easy one! I am very appreciative of the knowledgeable assistance.”

Key to me is Dwight is a fiduciary. Merriam Webster defines this as relating to, or involving a confidence or trust. Throughout the entire relationship with Dwight, he has earned my trust and confidence.

He is diligent with keeping up with my goals and my current situation. He has always been prompt to act in my best interest and continues to manage my portfolio with his strict adherence to sound investment principles. I have never hesitated referencing others to Dwight for financial advice.

Dwight has been our financial advisor for years. Through his expertise and guidance, my husband and I were able to retire early at ages 60 and 56, respectively. In addition to being exceptionally knowledgeable in financial instruments and the market in general, Dwight is a genuine and approachable professional. I would HIGHLY recommend Dwight to be your financial advisor.

very professional

Carlos did an awesome job with the Analysis for my retirement, the service and information was accurate; he also helped me to save money. Thank you so much !

Dale was excellent to work with! He was patient with me in the pre-meeting process of creating my Social Security account, and in helping me gather and download the info he needed to create my Roadmap analysis. Prior to our meeting, he guided me through the various reports he sent me so that I would be informed and know what questions to ask when we did meet. During the meeting itself, he thoroughly explained the details found on the reports, and ran me through a number of different scenarios that applied to both myself and my wife’s benefits. I came away from the meeting with a better understanding of my options, and will be back in touch with him once I get closer to drawing my Social Security benefits.

Marlowe is awesome! Very knowledgeable and patient I would recommend him to all my friends and family

We had the pleasure of working with Doug, our RSSA who found us, and it was quite an eye-opening experience. Doug was incredibly savvy and helped us plan for a huge retirement boost. He provided us with valuable insights and guidance regarding our social security claims. We were impressed by his professionalism, knowledge, and dedication to his work. We highly recommend Doug to anyone looking for expert advice on social security claims. Do yourself a favor and work with him! It’s 100% worth it!

Professional service and excellent prices

“I had the privilege of meeting with Chanthy to go over my SSA options. Chanthy patiently explained the vast array of benefits that SSA offers us; I learned a lot from my meeting with her. Chanthy is a knowledgeable and experienced financial professional. She is kind and caring. She takes time to patiently explain how SSA works and how it will work to benefit you. I highly recommend meeting with her.”

I wanted to introduce myself and thank you for your training so far. I passed the final exam yesterday and was there for your webinar today and look forward to the one tomorrow. I am a Medicare and a Life Insurance/annuity guy.

The aspect of the RSSA that I have heard you mention that stands out to me is the way that you change your way of doing business. I am not going to lie, I’ve been just calling older life insurance leads yesterday and today and I went nowhere on the life insurance script but when I dug deep just a little about their Social Security, we got talking. And now I have potential cross-sells. I can easily see how valuable it is already.

“I wholeheartedly recommend Rita Lakes to anyone seeking comprehensive and trustworthy financial services. Her personalized approach, knowledgeable professional, and commitment to client success make them a standout choice for anyone looking to secure their financial future.”

This is a valuable service that you provide, and worth every penny. Your promptness is appreciated.

“I was helped with optimizing my social security at age 69 instead of 70. I am thankful and recommend using this service. I appreciate and I am grateful for his time.”

Thank you for your help! I really appreciate you. You have mountains of patience is what I know.

My business really grew up with RSSA programs.

RSSA has been a game-changer for us.

Stunning, 20 minutes of on-point information. A credit to your organization… Fortunate to have stumbled on your professional association.

I am so appreciative to both of you for the tremendous support through this process. You have always gone above and beyond to help me stay on course. Providing the resources you do, has made the difference.

Thank you for that long and detailed response. Very helpful, as you usually are!

Thanks again so much for all your support – it has been a tough couple days. The software is amazing and I really enjoy it and look forward to exploring and using all your resources and expertise to get my service to clients up and running. I hope the modules and testing is behind me -😊

Awe…, thanks… You have all been so helpful…..I did not expect it to be so MUCH…..but I am certainly enjoying learning this. Your help has been MUCH appreciated.

Thank you for all of your help, you have been awesome as a resource throughout this process. I appreciate the opportunity I was given to complete this after my technical snafu.

I got a 95.3% on part 1 and 92.5% on part 2. Just wanted to say thank you again for all your help. I couldn’t have done it without you.

Y’all are the best 😊

Thank you, Awesome! Your customer service is excellent!

I am excited to tell you I passed the certification exam today. I cannot thank you enough for your prompt, detailed responses to my questions. Your support was priceless and the edge that helped me pass. I truly appreciate you. Thank you from the bottom of my heart. All the best

Thank-you. You went above and beyond, and I truly appreciate it! Have a great day!

“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 am going to recommend him to anyone I know that is approaching this milestone”

“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.”

“Very thorough information! Easy to understand.”

“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 FRA was earlier. The report Mike generated was very in-depth and well done. Great job and would totally recommend him! Truly appreciate your help! Thank you, Mike!”

“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 telephone. He answered all of my questions clearly, concisely, and in language I could understand, and he kindly offered to remain available in the future if other questions pop up. It was money well spent and gives me peace of mind that I can retire knowing what my social security income and my wife’s survivor benefits will be.”

“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 thing for my future.”

“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 for you retirement, this service is incredibly useful.”

“I had done lots of Social Security research prior to working with Thomas at RSSA but still had questions. He provided me with an excellent personalized Social Security Analysis. Thomas reviewed the analysis with me and clarified and answered all the questions I had. The whole process went extremely smoothly, was easy, and so worth the money. RSSA allowed me to make an informed decision about the best time to apply for Social Security. It was a pleasure to work with RSSA and Thomas and I would highly recommend them to anyone who needs information regarding Social Security.”

“I can’t say enough about the Team here at RSSA. Tom and Norm were precise and extremely attentive. My son and I have benefited so much having them as our advisors. I’ve learned so much and was able to execute and finalize important decisions based on their precision.”

“We are having a great experience working with Thomas Drapala as our RSSA! He has been extremely kind, thoughtful, personable, and accommodating. He explains things well and has patiently addressed all of our questions and concerns. We can tell he and the company really care about the people they serve, and while they do sell their services we never felt like we were talking to a salesperson. We are normally do-it-yourselfers but we realized we were in over our head with this and we’re so glad we reached out for help. This decision will pay for itself many times over!”

“I have an MBA in Finance and a law degree but even then, I know it is foolish not to engage a specialist to at least verify your findings. Melissa did a marvelous job uncovering critical path options that I was totally unaware of, as well as the categorizations of spousal and child benefits, and the optimal times when claims should be initiated – all extremely essential if you have a special needs child.”

“Martha was referred to my spouse & I in anticipation of applying for SS benefits. She was oh so right on (!) with her advice. The SSA website had similar information, we learned after Martha helped us with options and strategies, but Martha presented the information in ways that were CLEAR and obvious so we could make choices for our future together. Thank you so much, Martha! We are in the flow of the best option for us at this time.”

“Thomas was awesome. His report was thorough and helped me understand how the WEP will impact my benefits. Never getting answers from social security, all I had before were the WEP calculators provided online. But having an expert look it over, I learned I’m in better shape than I had determined.”

“At first I was not sure if the social security Advisors at RSSA were going to provide me with something that would help my wife and I with our Social Security decisions. After working with our advisor who created a personalized social security analysis for us, we were completely blown away at how little we actually knew! After spending 3 hours on hold with the local social security office and getting several different answers to the same question I knew I needed an expert and I couldn’t be more happy we found RSSA. The staff is very friendly and the fee was well worth the information, advice, and guidance we needed that would have cost us big time if we listened to the folks at the local social security office. Thank you RSSA for helping others with this complex program!”

“I’ve been wondering about my and my wife’s benefit status — this was a very useful event and glad to have the details to base decisions on.”

“Of course, in our early 60’s, when to “turn on” our Soc Security benefits was a hot topic of conversation between us and many of our peers. Everyone seemed to have a different understanding of how it all works. Working with Thomas Drapala of RSSA, we have a full explanation customized with our specific benefit options. Now we can plan with confidence. It is comforting to know we can reach back out to Thomas and RSSA for any questions that come up if things change for us.”

I first met Beverly thru my daughter in Texas late in March of 2022. As I look back at our first conversation, I felt as if God had tapped me on the shoulder and said, “Beverly is someone you can trust, and she will be a great help to you.” From that first conversation I knew she understood my situation and would give me as much assistance, encouragement, and advice as I needed.

Throughout the last several months Beverly has gone over and above in assisting me with the process of contacting the Social Security Administration, especially in letter writing to the Acting Commissioner and Inspector General, as well as speaking with other SSA offices. While working together, her advice and encouragement has been extremely helpful.

I remain hopeful that the process of settling this situation with SS is getting close to complete, but until it is, I know I can count on Beverly to walk the last mile with me. I am so very grateful to have met such a wonderful professional and caring human being.

“I had an excellent interaction with Thomas Drapala of RSSA — informed, helpful, clearly explained various options in a manner that was easily grasped!”

“I had a truly wonderful experience at RSSA working with Thomas Drapala. The assessment was thorough and clear.”

“Tom was very helpful in answering all my Social Security questions and updated my personalized report accordingly until I had a complete understanding of my Social Security picture.”

“We had a consultation regarding Social Security benefits with Norm. Our situation is unusual, but he is very knowledgeable and answered most of our questions immediately. Regarding a couple of arcane issues, he said that he would do some quick homework and get back to us. We heard from him the same day with answers. I would highly recommend Norm as a fully qualified Social Security advisor.”

“I worked with Melissa Warren. She provided outstanding service. The information I received was detailed and extremely valuable to me that allowed me to make the correct decision. I greatly appreciate how I was treated. Outstanding experience.”

“Tom was so patient and helpful. We feel like we have a clear picture of our options for retirement. He took away the confusion and helped us to relax about the big decisions we need to make. God was good in directing us to a place where they were very knowledgeable, patient and kind.”

“Norman from RSSA took time to run through various scenarios with me and explain how earnings affect the SS benefits when claimed early. I am very happy with the advise and clarifications I received from RSSA. Highly recommend!”

“As a non US citizen living abroad with a deceased US husband I had no knowledge of how to apply for survivor benefits. Dane Anderson was an invaluable source in guiding me to make such an application and thoroughly researched all the complexities of my status to enable me to submit a SS application with confidence. He was gracious, patient and proficient in the extreme. Do not hesitate to seek Dane’s assistance for a stress free SS application!”

“I would highly recommend Rssa, 1. Advisor was very courteous and very through great information and presentation 2. Answered all my question and concerns about filing for SSI 3.A detailed report was presented and articulated with all questions answered great Job! 4. Additional free resources were presented 5.If I decided to need a future change the advisor would be available to make changes and revisit my situation 6. Overall experience with my future planning was there highest priority 7. A detailed PowerPoint presentation was presented and discussed in detail with plenty of time to ask questions about details and calculations 8. The advisor also before ending the session made sure he was available for any future concerns or questions and to please give him a call 9. Great customer service,great follow thru and follow up This is a quality Company Great Job!”

“We were at a loss recently when we received a letter from Social Security stating that we would be paid about $900 less in Social Security payments next year. That amount was determined by a $407,000+ salary we supposedly received in 2019. We could not get through to any Social Security offices, no responses to phone calls, or messages that their offices were closed. We were in a panic. Both my wife and I are almost 90 years old and I have been a retired minister for well over 10 years.

My wife visited a number of web sites before finding one that listed information for RSSA and Dane Andersen. I called and when I spoke with him I discovered a man who was knowledgeable, helpful and patient. He went to work for us, helping us complete all the paper work necessary to clear up this error on the part of Social Security.

Last week we received a call from Social Security to inform us that the matter had been settled and we should receive a letter stating this fact.

Mr. Andersen proved to be very helpful to us at a time when we needed it and we are grateful to him.”

“Dane did an outstanding job assessing our family situation and analysis. He was patient as we did not have all the data. He was helpful in explaining how to focus o. Our future needs. Once he had all the data he ran many scenarios and explained to us what was the best strategy to maximize what we get from social security. The plan he came up with was at least $100,000 more beneficial than what we had planned. Sometimes we feel all we know how to figure it out it’s easy but in reality even with the best of knowledge we are armed with we don’t have the tools that Dane has and his attention to detail which provides great results. Thank you Dane from my family to yours”

“Melissa is friendly and very knowledgeable about SSA benefits and rules. She was respectful of my time and punctual. She offered an open invitation for future questions that may arise. I felt valued and she was very patient with me.”

“Tom has a wealth of knowledge and is a great resource for planning your social security “adventure”. We would highly recommend contacting him once you are about to reach an age you can begin collecting benefits so that you can plan.”

Lourdes is sweet, kind, and very helpful. She’s so patient helping me to learn and understand my optimized income. I would like to continue working with her about my finances. Thank you.

She is expert at what she does and very professional beautiful person too deal with.

“Norm did a very extensive and thorough analysis of our social security options. We will realize quite a bit of savings thanks to his recommendations. I highly recommend his services as he is responsive, helpful and very nice as well!”

“Thomas provided insights that helped us make crucial decisions about retirement. He also provided a referral to a Medicare specialist that answered all of our questions about Medicare choices.”

“Having RSSA run all the scenarios gave us great peace of mind. All our questions were answered and we could build our plan – including a Plan B and a Plan C. So happy we decided to do this.”

“Erick has been very helpful in explaining to us details on Social Security Income Optimization. He is a “go to” person with regards to Social Security. Thank you Erick for educating us and for providing us with suggestions.”

“Thomas was very thorough and explained everything to me in a way that was very understandable. He was professional and friendly.”

“The analysis and report I received was very comprehensive and answered all of our questions about Social Security benefits. Our RSSA analyst was great to work with. Well worth the expense.”

“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 plan for a financially secure retirement. Many thanks to to Dane for his guidance and assistance.”

“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 Norm and thank you RSSA for providing such valuable service!”

“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 would recommend it to others.”

“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 can’t say enough about the Team here at RSSA. Tom and Norm were precise and extremely attentive. My son and I have benefited so much having them as our advisors. I’ve learned so much and was able to execute and finalize important decisions based on their precision.”

“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 was a great relief to have her calming presence and expertise in our corner wending our way through this process. She is incredibly smart and truly passionate about helping people through the Social Security process.”

“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.”

“The fee is worth it to have a piece of mind and an advocate working with you when you decide to start Social Security. The RSSA is way more knowledgeable than any Social Security representative who has not been trained very well. Thomas cared about my unique situation and did a lot of leg work that I know was unusual. He kept at it until he confirmed he had the correct information to use when calculating my Social Security options.”

“I would highly recommend anyone to utilize these services to understand and make an informed decision regarding Social Security. Very pleased with the overall value. Very helpful.”

“I appreciated the simplification of a complex decision regarding when to claim Social Security benefits. Working with an RSSA is very worth the money and time to understand your specific situation.”