RSSA® Client Testimonials

Incredibly knowledgeable and patient. He tackled all of our social security questions with ease. A+

Matt is outstanding! Always on top of things, a great listener, and knows what’s he’s doing with SS!

Very knowledgeable, highly recommended!

Very knowledgeable!

Matt is a wealth of knowledge when it comes to financial planning. Especially when social security is involved. He makes the complex very easy to understand.

Reese exceeded our expectations. His thorough review of our Social Security concerns left me feeling informed and confident about our financial future. Reese has a remarkable talent for simplifying complex concepts, making the entire process remarkably easy to understand. His dedication to addressing every question and concern with patience and clarity was commendable. Moreover, Reese’s personable approach and genuine care for his clients shone through, making me feel valued and supported every step of the way. Additionally, his fee was incredibly reasonable, considering the invaluable peace of mind he provided. Without hesitation, I highly recommend Reese Phillips to anyone navigating the complexities of Social Security.

Dale was exceptional with providing and explaining the reports needed for us to make the correct decision on when to draw Social Security, he took to time to review each scenario and made sure we understood each option.

Highly recommended!

Reese Phillips of Registered Social Security Analysts, a division of The National Association of Registered Social Security Analysts, provided exemplary service. He meticulously addressed all our Social Security queries, leaving us feeling confident about our future decisions. Reese’s personalized approach and deep expertise instilled a sense of reassurance. What’s more, his fee was remarkably reasonable, considering the quality of service received. I highly recommend Reese Phillips to anyone seeking guidance on Social Security matters.

Dwight provided exceptional service. He is well qualified to handle social security issues. Dwight was professional and very respectful of my situation. He listened to my concerns and offered advice specific to my financial needs. Great service!

Carlos was very responsive and he took the time to walk me through, very knowledgeable and helped me how to handle the tax issue and my current salary. I enjoyed working with him. Thank you so much for all your help!