RSSA® Client Testimonials

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.

Jonathan provided exceptional service. His in depth review of the social security analysis really opened our eyes to many considerations for maximizing our benefits. As we were already customers of the Funk Agency before this analysis, Jon was very thoughtful in bringing in all of the aspects of our retirement planning so we can have a full picture from which to base our decisions. Highly recommend!

We worked with Melissa for over fen years.She helped us with our financial planning and Medicare .She is very professional and very knowledgeable in a lot of aspects. We very appreciate her help

Jesse was very helpful and easy to work with. He really knows what he’s doing and took the time to explain everything in a way I could understand without feeling confused. He really taught me a lot through the whole process.

He was very patient with me and listened to what I needed. His recommendations were honest, valuable, and truly helped me make the right decisions.

I would highly recommend Jesse to my friends and family. He’s someone you can trust to guide you the right way. Thanks you Jesse

So helpful!

Eris helps with her heart. Her motive is to serve others in the same manner as her own family. Known her for many years in my career in dentistry and is SO KNOWLEDGEABLE about the “benefit world” and strives to help tailor the hard words to understand in simple terms so we can make better choices and decisions for ourselves.
She’s helped us with our insurance needs as well as our retirement plans. She’s even helped us with our social security benefits and checks up on us with changes. She’s hardworking and trustworthy.

very helpful man, pleasent and did not rush the call in any way i would have given a 5 star but for in the event i had needed to go futher with his help he has no formal office for a appointment

Eris is knowledgeable and patient. She haa assisted both my husband and I in reviewing and applying for our social security benefits. She follows up with us and always available to assist us when we need her.

Also, thanks again for all of your help! The Townsend family appreciates you more than you will ever know!🙂 Todd

— Todd Townsend