Social Security & Benefits Guidance

Explore the benefits of working with a Registered Social Security Analyst (RSSA). There's a lot that most people don't know about Social Security, and few people get all the benefits they're entitled to. Let us help!

What is an RSSA?

Have you started thinking about claiming Social Security?
Are you wondering when you should file or how much you’re eligible to collect? Making the right choice is critically important. With over 2,700 Social Security rules and countless personal factors to weigh, it’s no surprise that the process can feel overwhelming.


That’s where I come in.  As a Registered Social Security Analyst® (RSSA), I have the training and expertise to guide you through the complexities and help you make confident, informed decisions about your benefits. Whether it’s maximizing your lifetime income, coordinating spousal benefits, or understanding how Social Security fits into your retirement strategy—I’m here to simplify the process and ensure you get it right.

Elderly couple embracing on a sofa, smiling warmly. Neutral setting with pillows.

Don't Leave Money on the Table!

Why Social Security Planning Matters

Without expert guidance, you could leave tens of thousands of dollars on the table over your lifetime. Filing early, waiting too long, or not coordinating with a spouse’s benefits can result in lower lifetime income.


An RSSA can help you:

  • Determine your optimal claiming age based on your unique financial picture.
  • Strategically coordinate spousal and survivor benefits.
  • Navigate income taxes and Medicare implications tied to your benefits.
  • Plan Social Security alongside other retirement income sources for a more secure future.

Why Work with an RSSA?


All Registered Social Security Analysts...

  • Have been trained to advise clients on all applicable Social Security rules that apply to a client’s claiming decision
  • Have demonstrated the knowledge required to deliver Social Security income planning services
  • Are skilled at analyzing all possibilities to obtain the optimal claiming strategy for their clients
  • Are competent using cutting-edge Social Security maximization software
  • Have passed the NARSSA national exam
  • Meet requirements including continuing education requisites established by NARSSA
  • Commit to high ethical standards and NARSSA's professional code of conduct

What to Expect from an RSSA Consultation

Your personalized Social Security plan includes:


  • A detailed benefit analysis based on your work history.
  • A customized claiming strategy built around your goals and income needs.
  • A report showing your optimal claiming age and potential income across different scenarios.


Whether you’re close to retirement or just beginning to plan, an RSSA can give you peace of mind and a clear path forward.

Ready to Take the Guesswork Out of Social Security?

Don’t rely on generic online calculators or outdated advice. Work with a licensed insurance advisor who is also a Registered Social Security Analyst to make smart, confident decisions.


Contact us today to schedule your Social Security strategy session!