Speak with Our Experts

By working with an RSSA, you get the peace of mind you deserve.

Our Expert RSSA Team

Your RSSA will answer your questions now and will be there for ongoing support. Your RSSA will even speak to the Social Security Administration for you if needed. If any changes come up that may affect your benefits, your RSSA will be there to help you proceed. Your RSSA looks forward to hearing from you and is eager to help you optimize your future Social Security benefits.

Working with an RSSA

Consultation
Your RSSA will answer your questions and collect the information needed to begin.

Analysis
With sophisticated software, your RSSA will analyze all possible claiming strategies.

Optimization
You will receive a comprehensive analysis showcasing your claiming options including your most optimal strategy.

How Your RSSA Will Help You

Personalized Report & Presentation

You will be provided with a hard or soft copy of your report and the presentation explaining your personal analysis and plan.

Explanation of Applicable Rules

Your RSSA will explain the Social Security rules that apply to your situation. You will learn about the benefits that you are eligible for.

Options Summary

You will be provided with a one-page chart detailing the monthly, annual, and lifetime benefits of your claiming options. It will state the exact month and year to file for each option.

Consultation

During your 45 minute consultation with your RSSA, an in depth look at your Social Security optimization will be presented so that you have a clear understanding of your claiming options.

Social Security Plan

Your RSSA will review your options summary with you and the impact of other factors such as pensions, survivor benefits, future earnings and more. Together you will decide which option is best.

Continuous Support

Your RSSA is there to help you. If you have further questions, do not hesitate to reach out.

Did You Know?

Get Expert Advice

Need Answers? Request Your Free Consultation

Talk with a Registered Social Security Analyst — a trained expert for a free, no-obligation consultation. If you decide to engage the RSSA, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.