Exclusive Services
Heidi and Wendy are both Registered Social Security Analysts. RSSAs are an elite group of advisors trained to help Americans maximize their Social Security benefits. They have studied the complex laws and rules of Social Security – and have passed the national RSSA® Competency Exam administered by the National Association of Registered Social Security Analysts.
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RSSAs can help guide people through the complex considerations in their claiming strategies, providing advice and comfort. RSSAs help individuals and couples understand how to make decisions about when to retire, how to claim spousal benefits, and how to navigate Social Security regulations to maximize their benefits.
Attend a workshop!
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Personalized assistance includes, but is not limited to the following:
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1. Consultation
Your RSSA® will answer your questions and collect the information needed to begin.
2. Analysis
With sophisticated RSSA Roadmap® Social Security optimization software, your RSSA® will analyze all possible claiming strategies.
3. Optimization
You’ll receive a comprehensive analysis showcasing your claiming options including your most optimal strategy.
Get in Touch!
Call or text either number below for a schedule of workshops.