RSSA® Client Testimonials

I am so grateful to Lourdes Pollack at RSSA for helping me understand all of my Social Security benefit options. She clearly explained the different benefits available to me, how each option could affect my overall benefits, and helped me understand the choices I had. Her knowledge, patience, and guidance gave me the clarity and confidence I needed to make an informed decision. I highly recommend Lourdes and RSSA!

His service is very honest, sincere
I received optimazation report.
It made me think more clearly when I should start taking.
It’s so helpeful.

Chanthy was extremely knowledgeable and professional with helping my family maximize their social security benefits. My dad was unaware that he was eligible to collect spousal benefits. He assumed that he could only receive them if my mom passed away. She helped to inform them what paperwork then would need to apply. She truly has a good heart in helping families get the money they deserve.

Chanthy is one the the BEST representative we have with WSB and she is a great planner.
I recommend everyone to get an appointment with her and go over all your Social Security benefits and make sure you’re getting exactly what you deserve

I worked with Nick to help understand what I should do regarding my Social Security benefits the RSSA Roadmap and his explanation of what could/would happen was extremely helpful. He also did a great job explaining my Medicare Supplement options and I now know exactly what to do and when to do it. Thanks, Nick!

Before we met with Nick, we were overwhelmed about how to approach both Social Security and Medicare.

With the RSSA Roadmap from Nick, we clearly saw the optimal point to collect our benefits, and Nick walked us through exactly what we needed to do.

He also did the same thing for us with Medicare. It was great – no sales pitch, just a great education on (in his words) “What’s available, how it works, how it can work for us, what the costs are, and where the road could be smooth and/or bumpy.”

If you’re confused about this process, give Nick a shout – he’s great!

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.