RSSA® Client Testimonials

I really appreciated Krystle’s honesty and dedication to helping me understand my Social Security benefits. She answered questions I didn’t even know I should be asking and made sure I understood my options. It’s reassuring to work with someone who genuinely cares about helping people prepare for retirement.

What I appreciated most about working with Krystle was how she looked at the bigger picture of retirement planning. She helped me understand how my Social Security decisions could affect my financial future. Her guidance gave me more confidence in making an informed decision.

I had so many questions about Social Security, and Krystle made everything so much easier to understand. She took her time explaining my options and never made me feel rushed. I really appreciated how approachable and helpful she was. Definitely a great person to work with!

I like to do my research before making financial decisions, so I really appreciated how detailed Krystle was. She walked me through different claiming scenarios and explained the advantages and disadvantages of each. She didn’t just tell me what to do, she helped me understand why certain options might make sense for my situation. Very professional and informative!

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!