RSSA® Client Testimonials

Jeanine’s analysis for us has provided the data, advice, and tools needed to allow us to make the most informed decision possible as we approach Social Security timelines. Her professionalism and her willingness to spend time answering questions, offering explanations, and providing counsel have been invaluable. If you are approaching that decision yourself, I would highly recommend the RSSA Roadmap process with Jeanine. What a blessing she has been. Thank you!

If you ask me about retirement information I am clueless about it until I had an analysis done by Lex. It brought me to a whole new world. So, I asked Lex to educate me about social security and the filing ages. I learned some interesting facts from him. For example, if I wait until the age of 67, it increases my SS benefit by $800.

I am thrilled to write a review tor my RSSA advisor, who has been instrumental
in helping me navigate the complex world of social security benefits.
Shia Weinfeld was the resource I needed when I was doing my research
on the timing of when my wife and I should start our social security
payments. His expertise and dedication have ensured that we receive the
maximum benefits we are entitled to. His information was very detailed
and very clear. He made this decision an easy one! I am very appreciative
of the knowledgeable assistance.”

The combination of Rommel’s experience and RSSA’s software tools were very powerful and helpful. Rommel was able to provide us multiple scenarios regarding the impacts of drawing on Social Security based on differing longevity of each of us as well as others factors. He was able to answer all our questions as we went through the process. I highly recommend Rommel to anyone that is looking for sound, honest, fact-based guidance on Social Security or other personal financial questions.

I met with Mr. Lane today to go over my retirement and some concerns that I had. He was thorough and prepared. He answered all of my questions that I had and helped to put my concerns at east. I am incredibly confident in both my retirement and having Mr. Lane as my financial advisor. I highly recommend him for all of your retirement financial planning needs!

Dale is very knowledgeable and easy to talk to. He put together a detailed and thorough analysis for me and my husband that is invaluable for helping us make the decision on when to file for social security. He walked through it with us explaining how the calculations were determined. He also identified a couple of things we need to pay special attention to when working with the SSA to file. He was generous with his time and offered to collaborate with our financial planner.

We highly recommend Dale.

Spending time with Kit regarding Social Security was great. The process with Kit was a breeze. She is personable, knowledgeable and professional. Kit follows up and gets back to you in a timely fashion. Kit cares about people and how she can support them. I would gladly and with confidence recommend Kit.

I recently had the opportunity to work with Don in reviewing our plans for Social Security. I highly recommend Don to anyone looking for help navigating the ins and outs of Social Security benefits! Don is great to work with and I found his knowledge extremely helpful in making our plans for the future.

The best thing I can say is Thank you so much you are a lifesaver! really appreciate all the hard work and support.

I recently worked with Shia Weinfeld, his expertise and professionalism helped me greatly.
He offered valuable insights and recommendations for optimizing my benefits.

Highly recommended.

Judy Eckstein