RSSA® Client Testimonials

Beautiful explanation, everyone should check prior of getting retired the details of their earnings. Carlos help me to identify mistakes on my retirement on time. Thank you so much !

If there’s anything I want to say about Hau is that he’s one of the must genuine and most strategic advisor I have met. He really put his clients first with plenty of information for me to make an informed decision. He’s able to put things into perspective in a way I never would have thought about if it wasn’t for his guidance. Thank you Hau for the wonderful things you have done for my family.

No matter how young or old, attending this seminar is a must. If you do not see a value right away, you may know someone that can benefit from the knowledge.

I’m so happy I was able to connect with Dane regarding my Social Security options. The report that he provided will greatly assist me in making my decisions. Dane was professional, highly knowledgeable and so thorough in compiling the information. I know I will now be able to make a knowledgeable decision regarding my Social Security.

Dwight was very through with the information to make it easy for me to understand this confusing time of my life. Thank you Dwight

Dwight was so knowledgeable and I can’t thank him enough for explaining all of the Social Security information so that my husband I can make the best informed decision for our future. I had no idea how many things I had to consider when making a decision about when is the right time to start receiving Social Security. He was also so helpful in talking about our finances and what other kinds of things we can be doing to prepare for retirement. He really cares and takes the time to make sure you understand everything and is happy to do it! I recommend everyone to take the time to seek him out for his expertise in his field of retirement planning/Social Security and investing/wealth management.

We enjoyed working with Catherine (Kit) in seeking information about our Social Security benefits and timing of when is best to start taking our benefits to achieve the best outcome. She is a trained RSSA agent and has access to their RoadMap tool that can provide numerous scenarios/outcomes of taking social security benefits at different ages. The tool will recommend when is the best time to do this to maximum SSA benefits.
Kit’s knowledge and the Roadmap tool are especially useful if you are married and even factors in if your spouse has other pensions (for example Colorado PERA Pension) that reduce your SSA benefits. We were surprised that the analysis from Kit and the Roadmap tool suggested that we may be better off taking our benefits at an earlier age rather than at our Full SSA Retirement age to maximize our total benefits during our lifetimes. Very helpful, as would never thought to look at it that way.
Thanks Kit.

CARLOS CHACON was very professional, courteous and patient, He was able to answer all of my questions. I would recommend him very highly.

Tom helped my wife and i navigate the difficult process of filing for social security and answered all questions and concerns. He also provided a road map to SS after we gave him our history. He also helped us file applications. Recommend Tom highly.

So a lot of this is math – and I wasn’t sure what more info I could get beyond that – but I was surprisingly wrong. It was a serious case of “you don’t know what you don’t know”.

Besides the math being MUCH less straightforward than I thought (especially when one adds in the spouse’s numbers), there was a LOT of additional information I got from Kevin that strongly impacted this very difficult decision (of whether to SS payments early or not). Highly recommend spending the very reasonable fee, and the generous amount of time Kevin gives, to learn more about this important topic…