RSSA® Client Testimonials

We met with Brian on a couple of occasions. One was for insurance after my Cobra ran out, and he was able to explain all I needed to know to make an informed decisions on my families healthcare insurance needs. Another occasion was to review our Social Security. He laid out a comprehensive plan for my wife and I as to when we should start collecting our Social Security. Brian is very knowledgeable and explain in detail for clients to make decisions that could affect them in the future.

Brian took a very complex decision in when to take Social Security and simplified the outcomes to our complete satisfaction. With all the variables one has to consider, Brian asks the right questions, collects the right data to present you with a series of decision points to fit your personal life style needs. Well done Brian!!

Very Knowledgeable and helpful . Show me the right time to ask for my Social Security benefits.Thank you so much for your help!

Carlos provide me the service of social security analysis and they gave me different options to get retired. Thank you so much for your excellent service!

I am so grateful to work with Mr. Nelson Cade. He is very compassionate about his work and is extremely thorough. I was faced with several challenges, and thought I was going to have to put more time into Social Security. I am a client who was potentially faced with WEP. I thought I was going to have to work more years in order to avoid being penalized. After my analysis, I was amazed to learn that my Social Security benefits and pension would not be affected. After the analysis it gave me a full picture of my future. The greatest opportunity is paying once and knowing I will always have continued service.

Thank you for helping me! Without your expertise I would have been working more time, and taking away from my life that was unnecessary.

Satisfied Client.

Roderick is smart professional man. I happen to first speak to him when I was looking for a health supplemental plan. He had great advice for what plan myself and my spouse should take and I’ve been grateful ever since. The characteristic that was outstanding about Rod, was that even after sign up, he continue to help me out when I had questions, it wasn’t sign up and then forget. I would and have recomended him to many of my friends.

Mark was wonderful to work with throughout the entire process. The attention to detail and the amount of care he took with all of our information made the entire process so easy. He provided great insights and showed us multiple options. Because of all the options, we now feel so relieved as we were so unsure of how our benefit would play out. Because of the great informatoin provided by Mark, we feel very good about our options and when will be our most optimal time to file. Thank you again Mark, we highly recommend!

Shia Weinfeld assisted me in determining the proper timing of taking survivor benefits and filing under my own social security .
The reports generated were easy to understand and gave me confidence that I would be maximizing the benefits .
He was very patient with any questions that I had . I would recommend his services.

He has helped me getting index annuity. Switching to an index annuity has provided me with peace of mind and stability for my financial future. Its combination of guaranteed minimum returns and potential for growth through market index performance align perfectly with my long-term goals. I highly recommend him for anyone looking for a reliable investment option!

The Social Security GAL provided some new insights on our SS benefits and timing. They delivered a comprehensive package based on our unique situation and discussed the outcomes, key assumptions, and optimal solutions. As a result, our plan is now to start taking benefits a couple of years early to maximize our benefits. Thanks Wendy!