RSSA® Client Testimonials

My experience with Martha was exceptional. From the moment I reached out, she responded promptly with a detailed, helpful explanation, demonstrating her commitment to transparency and professionalism. At no point did she apply any pressure or ask for personal information, nor did she attempt to sell anything. It’s clear Martha is in this field to genuinely assist others, not just to turn a profit. I’m truly grateful for her guidance and wholeheartedly recommend her services. Thank you, Martha!

Wow! Not even sure I can put this into words! I’m highly impressed! I sent Kevin a message and he replied super fast with an in-depth explanation that was very helpful! He never tried to be slick and pressure me into a phone call or giving up any personal info. He didn’t try to sell me anything. Just a total professional who obviously cares and is in this business to help others rather than to make a quick buck. Thanks a million Kevin! Highly recommended!

I met Cindy at a client seminar that my financial advisor organized. I was impressed with her knowledge of the various changes that Medicare was undergoing in 2025. Immediately after this session I called Cindy to have a conversation and then set up a meeting for my wife and I to explore new plan options going forward. Prior to our meeting Cindy gathered all of our info on current doctors and medications. From there we met to discuss her recommended plan options and walked out of that session with cost effective plans for 2025. Cindy was invaluable in saving us a lot of money monthly (no monthly premiums). Cindy Clonts is the person you want to speak with to demystify the Medicare puzzle, find the right plan for you AND save money! Thank you Cindy.

Craig provided us with two different scenarios that enables my wife and I to much better determine when retirement makes the most sense for us. While the report was very comprehensive and detailed for us – which we wanted and appreciate, Craig took the time we needed to explain the various sections. We now have a very clear picture of when it makes the most financial sense for both or either of us to retire. Craig is very knowledgeable and always readily available to help us. We recommend Craig to anyone needing this information.

If you are looking for a professional to analyze and recommend options to maximize your social security benefits, Anthony Acri is an excellent choice. He is a registered social security analyst (RSSA) which requires challenging coursework, testing, and hands on experience, mastering all the regulations and nuances required to navigate the Social Security system. Anthony met with me and my spouse to understand our goals and to inform us about spousal and death benefits. He identified scenarios for our consideration and was a very good listener. We found him to be personable and very competent. He provides a hard copy or electronic version of his analysis for reference in the future. I would not hesitate to use him again for social security, financial advice, or insurance issues. Highly recommended!

We would like to thank Cindy Clonts for going above and beyond for finding us a Medicare plan that worked best for us. She is so easy to work with and is very knowledgeable. Thank you so much Cindy.
Randy and Leslie

Siva Shanmugan is a great advisor and very knowledgeable. He is very thorough and explained everything in detail that made me feel very comfortable. I have been recommending him to my friends that are thinking of retiring.

Matt took the time to review my options and assisted with navigating the confusing SS benefits

He was very helpful on things I didn’t understand and he explain everything in detail. I will recommend Nick to my friends and family.

So glad I signed up to attend this seminar. It was very informational and Rene was terrific in answering all questions asked.