RSSA® Client Testimonials

I recently received a Social Security analysis from Michael and was very impressed with the thoroughness and clarity of the report. He explained the options in a way that was easy to understand and gave me confidence in making one of the most important decisions for retirement. I truly appreciate the level of detail and professionalism Michael provided, and I highly recommend his services to anyone wanting accurate, reliable guidance on their Social Security choices.

Mrs. Keller did a wonderful job providing her services, experience, and knowledge about Social Security and Financial Literacy at our church women’s conference in May of this year. She was truly a blessing and brought a wealth of knowledge and assistance to our members.

My wife and I seeked professional guidance involving social security benefits from Carolyn and we were beyond impressed. There was so much information that she shared with us and was broken down to be easily understood. I was shocked at how much there is to learn/know. We could not have navigated these important, life changing decisions without Carolyn.

Karin’s knowledge – and enthusiasm – for Social Security (a product nobody seems to understand), is admirable. She’s helping me plan for it down the road – and it feels great to have someone else confirm my calculations and just “hold my hand.” Wonderful to have her as a resource!

I recently had the pleasure of meeting with Andrew (Registered Social Security Analyst), and I can honestly say the experience far exceeded my expectations. My analyst was not only incredibly knowledgeable about Social Security but also took the time to understand my unique situation and goals. They walked me through the RSSA Roadmap in a way that was clear, personalized, and easy to follow, uncovering strategies I never would have found on my own. Their professionalism, patience, and genuine care for my financial future made me feel confident and empowered about my retirement decisions. I left the meeting with a clear plan, valuable insights, and the peace of mind that I’m making the best possible choices for my benefits. I highly recommend RSSA services to anyone who wants to maximize their Social Security and secure a brighter financial future.

“Carlos is an outstanding professional. He helped me clearly understand how to maximize my Social Security benefits and strategically plan for retirement. His patience, knowledge, and dedication to his clients are unmatched. Thanks to his personalized analysis, I now feel confident and well-prepared for my financial future. I highly recommend his services!”

We first were introduced to Tom around 2008 when we were dealing with some serious real estate issues. He remembered us and reached back out in 2022, and we’ve been so grateful to work with him ever since! From setting up a Trust fund, an IUL, Money Max, estate advice for my mom after my dad passed, he has been a wonderful part of our lives and a financial guide through this meandering wilderness of options. Highly recommended!

Kim was patient, thorough and so helpful. Once I gave her my social security history and answered some questions, she gave me some charts to look at and I was able to determine that it makes more sense for me to retire in a couple of years instead of later on! Thank you, Kim Florio

Very, very pleased with the assistance I received from Mr. Hirtle. After receiving bad advice from a “benefits specialist” employed by the Social Security Administration, Mr. Hirtle analyzed my situation quickly and provided clear and accurate guidance. We are all counting our pennies in retirement and his advice was exactly what I needed. He is also friendly and responsive, a complete professional. I could not recommend him more highly.

Reese Phillips is the Social Security expert everyone thinks they have—until they meet the real deal.

I came in confused about when to file, how much I’d receive, and how Social Security would affect my retirement plan. Reese didn’t just answer my questions—he gave me a strategy. His RSSA expertise, paired with real-world financial know-how, helped me uncover thousands in potential lifetime benefits I would’ve left on the table.

He explained everything in plain English, with clear visuals and a step-by-step breakdown tailored to my situation. No fluff, no upsell—just solid guidance from someone who actually gives a damn.

If you’re 55+ and don’t talk to Reese before filing for Social Security, you’re doing it wrong.