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Invest, Insure, and Retire on your terms
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An RSSA ELITE Registered Social Security Analyst® (RSSA®) will provide you with a unique Social Security plan, to help you decide on the optimal claiming decisions. Using the RSSA Roadmap® Optimization Software, an RSSA® will help you maximize your Social Security claiming strategy to increase your lifetime benefits. Learn how an ELITE RSSA can help you maximize your benefits.
Optimize Your Social Security Benefits with ConfidenceWe can help clients save hundreds of thousands of dollars in additional Social Security benefits that they have earned and are entitled to. We help clients determine when they should file and start collecting Social Security based upon their unique situation and historical earnings records. Everyone’s situation is unique. Whether you are single, married, divorced, widowed or a self-employed business owner, an RSSA® can help you get every dollar you are entitled to from the government, and optimize your benefits.
(RSSA®)RSSAs use RSSA Roadmap® Social Security Software
Who do we HELP?
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit.
Disabled
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security
The Process
Stage 1)
What do you get?
You will be provided with answers. An Elite RSSA® will provide a 15 minute initial complimentary call. This call is to determine how complex your situation is and if it makes sense to move forward with a full analysis.
*A Social Security analysis is not included.
Stage 2)
What do you get?
A half hour call/ZOOM where we review:
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Explanation of the Social Security rules, benefits and eligibility targeting the needs gathered in STAGE 1 plus:
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Claiming strategy options including monthly, annual, and lifetime benefit amounts for each.
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Strategies to avoid reduced benefits.
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When & how to file for your benefit options.
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Additional financial information "factfinding" will be needed
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Stage 3)
What do you get?
A one hour consultation with your Elite RSSA®, we’ll educate you and discuss your benefits, helping you understand your best claiming options.
You’ll receive a customized, hard-copy presentation outlining your plan.
Click Below to view our FAQ page and or submit a consultation request