RSSA® Client Testimonials

My family is in desperate times right now and I was looking for any further lifelines since the past two years have been difficult at best. I found Travis on Google and figured I had nothing to lose. I sent him a message, and got a very quick return phone call. Unfortunately, I was occupied and his message stated he would call back later that day. True to his word, he did call back. He was professional, empathic, knowledgeable, and supportive. He is now MY advisor and I appreciate that I found somebody I could TRUST! I APPRECIATE HIM.

From the moment we started working together it was clear Steven is very knowledgeable about the intricacies of social security as well as implications to tax, insurance, Medicare, and Medicaid. He takes a holistic view working to understand your full financial picture then presents a comprehensive plan. Steven was a delight to work with, and we highly recommend him.

I reached out to Erin at Suncoast Social Security Advisors for a Social Security analysis. Erin was extremely easy to work with, professional, pleasant and thorough. Erin prepared an detailed analysis for me and then took the time to explain my options in a very clear and concise (very understandable) manner. She also welcomed my questions and explored different avenues and options with me. I had a general understanding of my Social Security options but, Erin was able to answer my remaining questions and provide ALL of the options to me. Sometimes you don’t know what you don’t know. I highly recommend Erin and her services. She was a pleasure to work with and has provided me with invaluable information in making the right choices for myself with regard to Social Security. Thanks Erin!

Amy is very thoughtful and detailed. She patiently explains your investment options in order to meet your financial needs. She is a trusted advisor and a pleasure to work with.

Approaching retirement, I was fairly confident I could navigate Social Security decisions on my own. Soon I realized that the timing and when to best proceed with SS distributions was not so straight forward. Joe helped guide me through the complexities, showing me the positive and negative benefits of different choices. Nothing better than feeling confident I chose the best solution for me.

If you have any questions or uncertainties about Social Security, I recommend speaking with Joe DiPasquale. I am sure you will find his knowledge and help invaluable.

She was very supportive and very kind,excellent person.

Frank is very personable and thorough in everything he does. He’s caring and very responsive. I recommend his services to anyone who needs help with Social Security questions.

Michael did a wonderful job helping me navigate the Social Security no man’s land. He answered all my questions and showed me options I have, all the while making it very easy to understand. Now that I am getting ready to enter into Social Security in the next couple of years, I am glad I have Michael to help me understand the many facets of a very complex system.

“Mark’s meticulous approach to our Social Security RoadMap was invaluable. By carefully considering our age difference, he helped us optimize our Social Security income, a game-changer for our long-term financial planning. His guidance on when to claim benefits ensured we maximized our income without outliving our savings. As a Medicare expert, Mark also expertly navigated me through my Medicare options, and I’m now reaping the rewards. Thanks, Medicare Mark”

I can’t thank Joe enough for his invaluable assistance in navigating the complexities of Social Security timing. He truly opened my eyes to the significant impact timing can have on my benefits, and I feel much more confident about my financial future because of his guidance.

Joe patiently walked me through the entire process, explaining the various factors to consider and helping me weigh my options. His supportive and knowledgeable approach made what could have been an overwhelming experience feel manageable. I always felt like I had an excellent guide by my side.

Thanks to Joe’s expertise, I was able to make an informed decision about when to claim my benefits, maximizing my potential income. I highly recommend Joe to anyone looking for expert guidance on Social Security.