RSSA® Client Testimonials

Dwight has been our financial advisor for years. Through his expertise and guidance, my husband and I were able to retire early at ages 60 and 56, respectively. In addition to being exceptionally knowledgeable in financial instruments and the market in general, Dwight is a genuine and approachable professional. I would HIGHLY recommend Dwight to be your financial advisor.

very professional

Carlos did an awesome job with the Analysis for my retirement, the service and information was accurate; he also helped me to save money. Thank you so much !

Dale was excellent to work with! He was patient with me in the pre-meeting process of creating my Social Security account, and in helping me gather and download the info he needed to create my Roadmap analysis. Prior to our meeting, he guided me through the various reports he sent me so that I would be informed and know what questions to ask when we did meet. During the meeting itself, he thoroughly explained the details found on the reports, and ran me through a number of different scenarios that applied to both myself and my wife’s benefits. I came away from the meeting with a better understanding of my options, and will be back in touch with him once I get closer to drawing my Social Security benefits.

Marlowe is awesome! Very knowledgeable and patient I would recommend him to all my friends and family

We had the pleasure of working with Doug, our RSSA who found us, and it was quite an eye-opening experience. Doug was incredibly savvy and helped us plan for a huge retirement boost. He provided us with valuable insights and guidance regarding our social security claims. We were impressed by his professionalism, knowledge, and dedication to his work. We highly recommend Doug to anyone looking for expert advice on social security claims. Do yourself a favor and work with him! It’s 100% worth it!

Professional service and excellent prices

“I had the privilege of meeting with Chanthy to go over my SSA options. Chanthy patiently explained the vast array of benefits that SSA offers us; I learned a lot from my meeting with her. Chanthy is a knowledgeable and experienced financial professional. She is kind and caring. She takes time to patiently explain how SSA works and how it will work to benefit you. I highly recommend meeting with her.”

I wanted to introduce myself and thank you for your training so far. I passed the final exam yesterday and was there for your webinar today and look forward to the one tomorrow. I am a Medicare and a Life Insurance/annuity guy.

The aspect of the RSSA that I have heard you mention that stands out to me is the way that you change your way of doing business. I am not going to lie, I’ve been just calling older life insurance leads yesterday and today and I went nowhere on the life insurance script but when I dug deep just a little about their Social Security, we got talking. And now I have potential cross-sells. I can easily see how valuable it is already.

“I wholeheartedly recommend Rita Lakes to anyone seeking comprehensive and trustworthy financial services. Her personalized approach, knowledgeable professional, and commitment to client success make them a standout choice for anyone looking to secure their financial future.”