RSSA® Client Testimonials

My husband and I believed we would need to work until age 70 before retiring. Michelle helped us project our combined Social Security income, which became the foundation of our retirement planning. Her guidance gave us clarity and confidence about our future. A truly valuable service!

Brittaney Kelly was great with my husbands needs for Medicare and she did an outstanding job with my social security benefits. I’m getting at the age now that i was wondering how social security worked and how much i would get back. Brittaney came up with the figures and information was easy to understand. If i had questions before or after, i have confidence Brittaney could help me. She is a very good knowledgeable consultant that you can trust.

Matthew has been beyond helpful to me in so many ways. He helped bring my retirement finances from out of state up to date and transferred to my current state providing me with guidance and suggestions along the way. The process was seamless and he made it easy for me to understand. Now he is helping me transition after a divorce with managing my QDRO and retirement through the process. Again with incredible guidance and patience.

A wonderful product. I am so happy that I found Destinee and her business. This software will definitely help me with my retire plans. Checkout how both Destinee and this software can help you. You won’t be disappointed.

Nick was thorough, personable and informative. His solutions addressed our needs directly and we are glad to be working with him.

Destenee was very professional and willing to help. The RSSA was helpful to verify the facts.

Outstanding! knowledgeable, professional and courteous.

Allen’s analysis and counsel to me concerning my Social Security benefits was extremely helpful and eye opening. I highly recommend him to others.

Debbie
Was very knowledgeable and helpful.

I previously worked as an FAA Air Traffic Controller, so making the right retirement decisions was extremely important to me and my wife. Jesse helped guide us through our Social Security options and showed us how to structure our benefits to maximize our long-term income.

He also helped us reposition our TSP into a fixed indexed annuity designed to provide more stability and lifetime income in retirement. His approach was clear, strategic, and focused on protecting what we’ve worked hard to build.

I would confidently recommend Jesse to anyone looking for guidance on retirement planning and income strategies.