A lot of folks don't know they could be leaving $50,000–$150,000 on the table just by claiming at the wrong time.
Are You Making the Right
Social Security Decision?
Your life situation changes everything about when and how to claim. Rodney analyzes your specific circumstances.
Married Couples
Coordinate spousal benefits for maximum combined income.
Divorced
You may qualify for benefits from your ex-spouse's record.
Widowed
Survivor benefits can be essential to your retirement income.
Single
Your break-even analysis is uniquely critical without a spouse.
Self-Employed
Special strategies apply to your payroll and benefit calculation.
Disability
Disability benefits and Social Security interact in complex ways.
Immigrant
Lawful permanent residents may still qualify for full benefits.
Near Retirement
Now is the most important time to get your strategy right.
No matter your situation, the right claiming strategy is unique to you.
How Your RSSA® Analysis Works
Five clear steps from your first call to a written strategy report — personalized to you.
Free Discovery Call
30 minutes · No obligationYou and Rodney connect to review your situation — your age, work history, marital status, health, and financial goals. No paperwork needed upfront. This call is completely free.
SSA Record Review
Your official earnings historyYou'll access your my Social Security account at ssa.gov (takes 5 minutes) and share your earnings record with Rodney. This is the foundation of every accurate analysis — no record, no reliable numbers.
Custom Analysis
RSSA® certified software + expertiseRodney runs your data through certified RSSA® analysis software, modeling all scenarios: every possible claiming age, spousal coordination options, survivor strategies, and tax impact. This is where the math reveals your optimal path.
Written Strategy Report
Your personalized roadmapYou receive a written Social Security Strategy Report showing your top 2-3 claiming scenarios side by side — with dollar amounts, break-even ages, and a clear recommendation tailored to your life expectancy and retirement goals.
Strategy Review & Implementation
Your next steps — clear and confidentRodney walks you through the report, answers every question, and helps you decide with confidence. He also connects any Social Security decisions to your Medicare enrollment, estate plan, and retirement income — so everything works together.
Real Clients. Real Results.
A married couple who didn't realize how much they were leaving behind. An RSSA® analysis revealed a comprehensive strategy that projects $1.5–$1.7 million in lifetime Social Security benefits through optimal claiming coordination.
By adjusting their claiming strategy with professional guidance, Paul and Karin unlocked $9,000 more per year in Social Security income — guaranteed, for the rest of their lives.
Results verified through RSSA® analysis. Individual results vary based on personal circumstances.
Age 62 vs. 67 vs. 70:
What the Difference Really Costs You
Most people pick an age based on gut instinct or what a friend did. RSSA® analysis replaces guesswork with real math — based on your earnings record.
*Example based on $2,000/month FRA benefit for illustration. Your actual benefit depends on your earnings record. 2025 COLA adjustments not included.
The table above shows averages — but your outcome depends on your health, your spouse's situation, your other income, and dozens of variables only a certified RSSA® analysis captures. Most people are surprised by what the math actually shows.
Free Download: When Should You Take
Social Security? (2026 Guide)
A 10-page guide covering break-even analysis, married couple strategies, the 7 most costly claiming mistakes, and a pre-claiming checklist — all free.
- ✓ The three key claiming ages — and what each costs you
- ✓ Break-even analysis with real dollar examples
- ✓ Married couple strategies: spousal, survivor & split
- ✓ How working affects your benefit (the earnings test)
- ✓ Pre-claiming checklist: 13 questions to answer first
- ✓ 7 most costly Social Security mistakes to avoid
Social Security?
Schedule Your Free Social Security
Strategy Call
Pick a time that works for you. Rodney will personally review your situation and show you the exact claiming strategy that maximizes your lifetime benefits — no obligation, no pressure.
Prefer to call? 503-832-8555
What Does a Social Security Analysis Cost?
When your analysis could unlock $50,000–$250,000+ in additional lifetime benefits, the real question is: what does not getting one cost you?
Single individuals or straightforward married couples.
Married couples, divorced/remarried, widow/widower strategies.
Complex multi-factor cases, high-net-worth clients, full retirement income integration.
Not sure which tier is right for you?
Free consultation included with every tier. Rodney will recommend the right analysis level for your situation — no pressure, no obligation.
Request My Free Consultation →CLIENT RESULTS
What Clients Say About Their Social Security Strategy
★★★★★
"Rodney helped me understand exactly when to take Social Security — we discovered I was about to leave over $60,000 on the table by claiming too early. His RSSA analysis was eye-opening."
Margaret T.
Portland, OR ·
★★★★★
"I had no idea how much coordination between my pension and Social Security mattered. Rodney ran the numbers three different ways and we found the optimal strategy for my situation."
David K.
Salem, OR ·
★★★★★
"As a widow, I wasn't sure how survivor benefits worked alongside my own record. Rodney explained everything clearly and helped me maximize every dollar."
Carol B.
Eugene, OR ·
Ready to write your own success story?
A free 30-minute conversation could save you thousands — or show you money you didn't know you had.
Schedule Free Review