RSSA® Client Testimonials

After my husband passed away unexpectedly, I found myself overwhelmed—not just with grief, but with confusion about what to do next financially. I was still working and had so many questions about Social Security—when to file, how survivor benefits worked, how it would impact my taxes. I called Social Security multiple times and received different answers each time. It was frustrating and emotionally draining.

That’s when I found Michael Holmstadt. He stepped in with such compassion and clarity. He didn’t rush me—he took the time to explain every option, what the numbers actually meant, and how each decision would affect me now and in the future. He turned a stressful, confusing situation into one I could finally understand and take control of. I can’t tell you what a relief that was during such a hard time. I’m so grateful for his help.

— R.E., Minnesota

I found myself nearing 65 yrs old and I was totally clueless on Medicare. A very dear friend of mine for many years told me how helpful Amy was for him. Amy was able to explain everything about Medicare & lead me in the right direction for me with Medicare.
She was very knowledgeable & always willing to explain if I didn’t understand. Amy is very patient & generous with her time. I had a great experience with Amy and I’m sure that she can help anyone figure what’s best for them, Thank you again Amy!

Mr Weinfeld is very friendly, very patient, and extremely knowledgeable. This makes it a pleasure to work with him and to accomplish whatever needs to be done. He has the experience to use “method B” or “method C” if “method A” does not work. He makes sure that the job gets correctly and completely.

Amazing information about my financial situation in the Future…
Worth every penny and now I’m going to have a lot bigger monthly payments in Retirement.

I highly recommend sitting down with Joe. As we all come close to retirement age, it is a difficult decision to make . Always questioning what age would we benefit from. Joe explained every detail in layman’s terms with me and my husband. We walked out of his office both feeling pleased and content with our future decisions. Thank you Joe.

Sandra Stevens is very knowledgeable, professional and helpful. She answered all of my questions. I would recommend her to anyone needing honest, factual help with their Social Security retirement questions.

Sondra and Kent helped me to figure out how to get the most money for social security. I’m beyond grateful for these two. There are people in this world that help because it’s their job, these two help because they care!! Hard to find these days.

My husband and I had such a great experience working with Selena. We’ll admit, Social Security isn’t our strong suit, but she made everything easy to understand and even gave us a printout with different options which was greatly appreciated. She also helped us find a Medicare plan for our adult daughter who has special needs. Thank you, Selena, for your kindness, patience, and for being our go to person! Your knowledge and expertise is so valued.

Noelle Sanders

Selena Was very helpful and was able to help us maximize our Social Security filing options. She was very detailed and gave us a report that provided a great understanding. Even though we could look on Social security website, the information was no where as informative as what Ms. Witherspoon provided.
I highly recommend her.

Absolutely amazing and very educated on the many policies that are overwhelming to most of us. I am thankful for this service Savannah offers. This is not a one-and-done service, it’s ongoing. She will reach out every year and review my policy and the changes that will take place the first of the year, making sure I am covered with the best policy for my needs. This service is priceless and yet it costs nothing. I am so thankful my friend told me about Savannah and what she can do for me. I had no idea there was a service available like this and it doesn’t cost me anything. I can safely change my policy every year if it benefits me better. There is no interruption in medical care, just the best coverage you can get. Please give her a call and she will come to you and she will go over everything with you. Trust me… she is amazing!!!