Take a few minutes to watch Kathleen Indiano talk about the RSSA education and credential. Kathleen is a Registered Social Security Analyst and a financial advisor, working with clients throughout the United States and oftentimes with seniors and their children in the area of wealth accumulation and management, minimization of income and estate tax, succession planning, gifting and estate planning, and Social Security optimization.
A Testimonial by William Robbins, RSSA
Take a few minutes to watch William Robbins talk about the RSSA education and credential. Will is a Registered Social Security Analyst, passionate about educating clients on the nuances of Social Security benefits and the critical role it plays in their overall retirement goals. Will specializes in helping clients understand the benefits for which they may be eligible, how important variables interact, and ultimately selecting the most optimal claiming strategy.
A Testimonial by Catherine Allen-Carlozo, CFP
Take a few minutes to watch Catherine Allen-Carlozo talk about the RSSA education and credential. Catherine is a Registered Social Security Analyst, and her mission for the past 30 years has been to build the sort of client relationships that make them feel comfortable. From calling her for car and house buying advice to helping them construct a new future should they face life-altering situations, clients know they have a trusted advisor on their side.
A Testimonial by Brian Moon, RSSA
Take a few minutes to watch Brian Moon talk about the RSSA education and credential. Brian is a Registered Social Security Analyst, a Certified Financial Fiduciary and has a Certificate for Financial Planning from Boston University. Brian is uniquely suited to help advise clients on how to optimize Social Security benefits and the tax planning required. His goal is to help clients with the important decisions to properly plan and invest for retirement.