Social Security Guidance

Explore the benefits of working with a Registered Social Security Analyst.

What is an RSSA?*


You may be surprised to learn that there are over 2,700 rules governing the Social Security program. Many financial professionals are not familiar enough with the rules and therefore, cannot provide authentic or trustworthy advice about your Social Security claiming decisions. Registered Social Security Analysts (RSSAs) have been trained in the basics and complexities of Social Security while meeting NARSSA's ongoing requirements, to be competent and confident when providing you with the support you need when making Social Security decisions. Get peace of mind knowing you are receiving all the money you deserve and are entitled to.


* Source: The National Association of Registered Social Security Analysts, 2022

Two older adults doing yoga together in front of a laptop, arms raised overhead, sitting on mats.

Why Work with an RSSA?*


A Registered Social Security Analyst from our team can help you because they...

  • 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

* Source: The National Association of Registered Social Security Analysts, 2022

Learn More

Submit the form to have an RSSA on our team reach out to you personally to discuss your needs.

Add your custom HTML here

Download These Helpful Resources