RSSA® Client Testimonials

Martin’s presentation was clear and informative.
He also explained with our native language (Burmese). I believe he could help our community to understand more about the fundamental of Social Security benefits.

Now I understood clearly about the Social Security Income .So I have to make a plan for my family .Thanks for your explain .

This is very informative and knowledgeable for me. The way he explained is very professional.Thank you so much.

Thank you so much Mr.Huan. It is very informative and helpful 🙂. Now I can make more informed decision for my retirement. Mr.Huan is very knowledgeable and experienced RSSA. The first time to understand, three different ages to qualify social security income benefits 62 yrs old, 67 yrs old and 70 yrs old to avoid unnecessary penalty. Also, learned about income for married. We are very lucky to have you in our community.

Excellent experience

Shia is a pleasure to deal with. I had a number of questions regarding proper planning for collecting Social Security benefits. Shia took the time to thoroughly understand my situation and create a detailed report laying out all my options. He further took the time to review the report in detail and advise what my best option would be explaining what is most beneficial given the details of my situation. He answered all my questions in a way that was easy for me to understand. I would recommend Shia to anyone who is looking for information or planning their Social Security collection

The Social Security “Roadmap Analysis” from RSSA has been awesome to use. It was simple to load the data required to “setup” the tool for my wife and my particular situation, including our historical earnings download from the Social Security website and upload into the roadmap tool. The roadmap’s output (Heatmap, Break-even Point, and Primary Insurance Amount), were all simple to follow and allows your own “what if” analysis to see the effect of your future decisions. It’s difficult to put a value on one’s piece of mind knowing the future impact of our critical decisions today. Thank you, Cheri, so very much for sharing this with us.

Shia was very clear in showing me all my options as well as clearly delineating them on paper so I could see them visually (which helps me).
He also answered all my questions in a clear and unhurried manner, and always responded very quickly to my emails. I definitely have a much better understanding of the various possibilities open to my wife and myself now that I have discussed them with Shia.
I would highly recommend anyone seeking information about financial planning with regards to social security, to be in touch with Shia Weinfeld.

Great advise on some very complex issues. Found all of this very enlightening

Rodney’s expertise and integrity truly set him apart. I reached out with a few questions, and his response was quick, thorough, and genuinely helpful. He maintained complete professionalism without a sales pitch, no push for a call, and no request for personal details. Love it!! Rodney’s priority was obviously to provide honest guidance, showing that his focus is on genuinely supporting folks rather than centered around financial gain. I’m thoroughly impressed and can confidently recommend him to anyone seeking knowledgeable and trustworthy advice. Thanks a million, Rodney!