RSSA® Client Testimonials

Melissa is a honest and trusted person and I can always count on her when I need help.

As the Principal of Loreen & Lane – The Retirement Answer Team – I figured I knew exactly when I should collect Social Security. But Nick, who is the RSSA for Loreen & Lane, did my analysis I realized I almost made a huge mistake. The RSSA Roadmap, given my life’s circumstances, was gold. So am I bias? You bet! But how could you not be when the product and service are so good? If you’re thinking of collecting Social Security, get your report – you won’t regret it!

I came across Natalie at a wellness meet and greet. She was able to answer my questions and set up a time to meet. Her company was able to offer a better insurance plan and save me thousands of dollars in deductibles per year. She was very professional and offered different plans to meet my needs. I highly recommend her and her company. I will stay with her and her company for many many years. She was also able to get my sister in a good plan to help her with her needs. Please let her assist you in any medical insurance plans. I am very impressed. She has tons of knowledge and only wants the best for you and your family. Do not just just stick with a plan from the government because there are many options to be offered to you. I was paying high monthly insurance from the government issued plan and did not realize how another company plan could save me so much money. I wish I had known this 10 years ago.

Mr Shia Weinfeld has an enormous amount of knowledge about all issues pertaining to health care, social secutity, etc We met with him at our home and he gave us all the time. He is patient, soft spoken and again extremely helpful. He is highy recommended

Kristine is absolutely amazing. She is extremely knowledgeable and patient. I just turned 65 in September and I was so unsure of when I should start collecting social security or wait a while more because I still want to work but not necessarily full time depending on advice. She will answer any and all questions you may have in terms you’ll understand. She will print out all information needed for you to look over and when you leave you will have all the tools and information needed to make your decision. I highly recommend her.

Melissa was my agent financially and with social security and Medicare since we met in 2016 until I moved out of Florida in 2024. She has always been friendly, helpful, professional and very knowledgeable. She never steered me wrong. She fully explained all the options and made me feel secure in my choices. I trust her completely.

Kristine has been our Medicare advisor for years, helping us navigate the complex and confusing healthcare system. So happy she is now advising on Social Security too. Could have never figured out and understood the best plan for My Husband and I without her. Kristine and her team are awesome!!!

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I cannot recommend James Hale highly enough. After weeks of frustration with Social Security including more than a dozen phone calls and four in-person appointments with no resolution, James stepped in and made all the difference.
James is extremely knowledgeable, patient, and thorough. He analyzed my situation carefully, explained everything clearly, and identified exactly where SSA had made an error in calculating my benefits. Because of his expertise and persistence, my Social Security payment was corrected and I am now receiving the full benefit I was entitled to.
If you are feeling stuck, overwhelmed, or unsure about your Social Security benefits, James Hale is the person you want on your side. His guidance was invaluable, and I am truly grateful for his help.

Nick has a relaxed, approachable style that immediately puts you at ease. He’s down to earth and seems the voice of reason in an industry that can sometimes feel complicated and scary. He’s honest and candid, with no hidden agenda.
Top notch.

Melissa is very experienced & knowledgeable. She is committed to always doing what is best for the client!