About Us
We are an elite group of professionals specially-trained to help Americans maximize their income from Social Security.
Our Mission
We are dedicated to helping Americans secure the maximum Social Security income they are entitled to. Our commitment goes beyond just numbers; it’s about enabling individuals to enjoy their lives more fully and retire confidently.
Complimentary access to live and recorded webinars.
Seamlessly upload your earnings records for precise analysis.
Innovative software and heatmap visualization to maximize your benefits.
One-time purchase for a lifetime of guidance with no additional costs.
We believe that a secure and comfortable retirement should be within everyone's reach.
Social Security impacts all Americans, and we are here to ensure that they receive the benefits they deserve. Our mission extends to helping people have better retirements and retire with confidence.
Our EDUCATION program equips financial advisors nationwide with the skills and knowledge to maximize client benefits for a rewarding retirement.
The RSSA Roadmap® revolutionizes retirement planning with innovative SOFTWARE that helps advisors save clients significant amounts of money
RSSA® is dedicated to improving retirements across the U.S. by helping Americans maximize Social SECURITY benefits through education, innovative software, and strong values.
”Having spent the last 25 years of my career as the owner of a Medicare insurance agency, I have made it my mission to help individuals and families that are nearing retirement obtain the benefits they have spent their entire working lives paying for via taxes. The US government has made Social Security and Medicare extremely complicated and in light of this fact, many individuals enter retirement without a clear understanding of the options available to them. This lack of understanding can cost hundreds of thousands of dollars in medical expenses and lost income over a lifetime with just one wrong decision.
My goal since the beginning has always been the same; use the latest technology to deliver high quality, easy to understand solutions that help my clients maximize their benefits as they enter retirement. That task hasn’t always been easy however, the personalized, client-first approach has earned me the trust of over 3000 satisfied clients and counting throughout the last 25 years. If you’re confused, have a special circumstance or simply want to know you are making the right decisions, let us provide you with a Social Security and Medicare Optimization Roadmap so you can spend more time enjoying your retirement. Click the link below to get started…''
Midwest National Insurance Co. Top Agent – 2001, 2002
UHC/GoldenRule President’s Club – 2004, 2005, 2006, 2007
UHC Medicare Sales Excellence Award – 2008 – 2019
Aetna Sales Excellence Award – 2012, 2019 – 2021
Network Health Top Agency – 2018 – 2020
JSA Sales Excellence Award Winner – 2013 – 2021
Top Insurance Agency in Milwaukee 2021
Featured in numerous publications including Dallas Morning News, Milwaukee Journal/Sentinel, Dallas Business Journal, USA Today, SeniorLiving.Org.
Chartered Benefit Consultant (CBC)
Registered Social Security Analyst (RSSA®)
NAHU Member
Corporate NABIP Member
Better Business Bureau (BBB) Accredited Member – (A+ Rating)
Really felt comfortable with the individual service, the information was prepared for us, questions were answered and explained, therefore assured that we were making the right decision.
Richard M.
You came up with ideas and solutions for my wife and I even though we are years away from Social Security and Medicare. This information will help us tremendously in planning for retirement.
Your service has been a great value. You have answered all of my questions and provided me a clear path to retirement. Above all, I have been respected and treated with compassion. One less thing to be concerned about as I near retirement. Great Team!
The terms RSSA ®, RSSA Roadmap ®, Registered Social Security Analysts ® and SETARA ® are registered trademarks owned by NARSSA, The National Association of Registered Social Security Analysts Ltd. The National Association of Registered Social Security Analysts, Ltd. has no affiliation with the Social Security Administration or any other government agency. The Social Security information provided on this website does not, and is not intended to, constitute financial advice; All information, content, and materials available on this site are for general informational purposes only. Consult with your financial advisor or an RSSA for information that fits your personal situation.