RSSA® Client Testimonials

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.

Brian explained several things to me that will make it so much easier for me and my wife to make smarter choices on how to handle my social Security benefits and when I should start
His help will help us make the best decisions for us and our situation
Thanks Brian

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.

Fantastic knowledge of Social Security and how to best leverage your social security options. Dee’s and his team can and will help you with solutions for all of your concerns regarding Social Security, Retirement and Income Planning and even Estate Planning.

​Carolyn Lund proved to be a Godsend to me! Have you ever heard anyone say “I don’t know what I don’t know”? That was the case for me when I needed to sign up for Medicare in 2025 and again in 2026 when I decided to start taking Social Security. She was very patient with me as I spent time asking many questions. She was extremely helpful walking me through my concerns as well.
Carolyn guided me through my Medicare options so I could choose the best fit. We communicated at length over several months, reviewing my Social Security options until I decided to start drawing my benefits. Her Social Security analysis reports were invaluable for that decision-making process. While most people believe that by our mid-50s we should start those conversations, I dare say the earlier those conversations start, the better. Young people need to understand these benefits so they can set goals based on that knowledge. – Alix Criswell

We used Nick to help us understand both our Social Security and Medicare options. He did a great job showing us how the two systems worked (and didn’t!) work together. It was incredibly helpful to see how everything comes together and figure out what was the best plan for our household. We would highly recommend Nick!

I didn’t have a great working knowledge of Social Security & Medicare and Nick was able to help our household figure out the likely next best steps for us to take as we transition to retirement.

We appreciate Nick. No one we met with previously was as informative and understanding of our situation as Nick. He is quick to let us know what strategy was a good fit; but also he was just as quick to point out areas where we were already on track and there was no room for improvement. That type of advice is invaluable. Hats off to Nick and his team!

Dana was absolutely outstanding with both his analysis and his explanation so that both my wife and I clearly understood the various scenarios and which would be best in our circumstances that may be a little more unique than some. Rarely do we get exactly the information for which we were looking along with a friendly, professional explanation, but that’s what we got with Dana. We were exceptionally pleased and would highly recommend Dana. Thank you again, Dana!

Roderick was recommended to us through a neighbor who writes commercial insurance policy’s. My father in law had a very severe illness and required subsequent post illness treatment and therapy. My father in law was enrolled in some advantage plan that was just not going to cut it. We contacted Roderick and was immediately put at ease. We told him what we needed and he directed us to the correct decision. Even now 7 months later he still happily answers questions that we have. He is a true expert at his craft. Thank you again!!