RSSA® Client Testimonials

I appreciated Mrs. Power for assisting me with my Social Security analysis. What I admired the most is her integrity and confidentiality. She went above and beyond to patiently explain the information and data so that I could understand it. She researched information that applied to me and my personal situation and how the social security laws affected me. It is a treasure to know that someone will take the time to care that my needs and knowledge were considered. I was able to choose the right option for myself, received clearer explanations and information on the rules and laws of social security filing age and benefits. Everyone matters to her, and every person’s business is kept confidential and private. Having the knowledge to make the right decision helps avoid pitfalls later.
Thank you Mrs. Power.

Alfredia T.

My wife and I are so glad we found Jeff! We were about to collect our SS benefits far too early. Jeff was very knowledgable and generated a comprehensive report that showed how much more money we would receive if we just did a few things differently. Highly recommend Jeff and his team!

Thien is an absolute expert when it comes to social security and financial decision making as you plan for your retirement. Social security is complex, and Thien has a firm understanding of all the nuances and how to maximize one’s total benefits depending on their unique situation. He is a knowledgeable and trustworthy advisor when it comes to social security planning and financial decision making. I highly recommend reaching out to Thien as he can provide education and a financial planning strategy that will likely help you gain thousands more dollars in benefits that otherwise would be left on the table.

I have been involved with an extremely bright woman named Sharon Helman who has helped me exponentially with Social Security. She is extremely smart and understands how Social Security works and all the intricate dynamics of the Social Security System. She has worked very hard on understanding the system of Medicare and Social Security as things change with a snap of finger. She knows how to get the maximum benefits that people aren’t aware of for all of her clients. She has been extremely successful. She’s great with people and explains things very clearly, which is so important to elder people and younger people as well. She makes you feel comfortable with understanding what needs to be done. She has a great disposition and is very caring. I would send anyone who needs help with the government systems of Social Security and Medicare to Sharon. She is fantastic.

“Martha is wonderful in the Social Security income planning. She is enjoyable to work with and very logical in her approach to financial planning. I was very pleased with the time I spend working with her.”

Dear Thu Le,

Please accept my heartfelt thanks for your dedication to helping individuals like myself make informed decisions that will undoubtedly impact our futures positively. Your blend of knowledge, patience, and genuine care for your clients’ well-being sets you apart in your field.

I look forward to continuing to work with you and will not hesitate to recommend your services to those in my circle seeking expert guidance on their Social Security and retirement planning.

Warmest regards,

Kevin

Tom was excellent helping my wife and I navigate the social security process when we retired and filing applications. He answered our questions and any concerns we had. I would recommend Tom for any assistence needed.

Jeannine used advanced analytics and skills to ensure I made best SS enrollment after working and contributing over 50 years. She is professional, personable, and customized mine like an artist masterpiece. I wanted my SS to work with my other investments in portfolio so my dream of a retirement in a glittering castle with one heart one way fun.She did that and so much more.

Jeanine always makes sure she is up to date in health insurance matters, but now she is taking it to the next level by specializing in Social Security benefits, or anything related with SS.
Jeanine Kinzie is very professional, knowledgeable, kind and always giving you a high level of service. She kindly prepared a retirement SS analysis, with different claiming options, explaining it all the way through.
Without any doubt, I will definitely recommend Jeanine Kinzie of Great Lakes Insurance Agency.

She provides great advice!! The RSSA software that Jeannine uses is more powerful and inciteful than the other software.