Social Security Planning With a Registered Social Security Analyst (RSSA®)
Get a personalized Social Security claiming strategy from a Registered Social Security Analyst (RSSA®) — offered in person at our Centennial office.
When and how you claim Social Security can change your lifetime benefits by tens of thousands of dollars. A one-on-one strategy session helps you see your options clearly before you file.
What Your Social Security Strategy Session Covers
In your RSSA® strategy session, we run a personalized analysis of your Social Security options using your actual earnings record — so the recommendations reflect your real numbers, not general rules of thumb.
A personalized claiming-age analysis showing how your monthly and lifetime benefits change depending on when you file.
Spousal, survivor, and divorced-spouse benefit strategies — including how to coordinate two benefits in a married household.
How continuing to work, pensions, and the earnings test can affect your benefits before your full retirement age.
How your Social Security decision coordinates with your Medicare enrollment timing, so the two work together instead of against each other.
A clear written summary of your options and a recommended strategy you can take with you.
Fee Schedule
Social Security strategy sessions are offered in person at our Centennial office only (7173 S Havana St #53, Centennial, CO 80112).
Appointments begin September 1, 2026 — call (720) 835-0653 to reserve your session.
Initial Strategy Session
$29560–90 minutes
A full personalized Social Security analysis and claiming strategy for one person, with a written summary of your options.
Married Couple Strategy Session
$49590–120 minutes
A coordinated analysis for both spouses — including spousal and survivor benefit strategies — with a written summary for your household.
Follow-Up Session
$95Up to 30 minutes
A follow-up for existing strategy clients to revisit your plan when your situation or the rules change.
Complimentary Medicare Review
No chargeEvery Social Security strategy client receives a complimentary review of their Medicare coverage options — as always, our Medicare help is free.
Simply Insurance — Centennial Office
7173 S Havana St #53, Centennial, CO 80112
Mon – Thu, 9:00 AM – 5:00 PM · By appointment only
Frequently Asked Questions
Common questions we hear from clients — with clear, no-pressure answers.
What is a Registered Social Security Analyst (RSSA®)?
An RSSA® is a professional who has completed specialized training and testing on Social Security rules and claiming strategies through the National Association of Registered Social Security Analysts. It means your analysis is based on studied expertise in the program's rules — not guesswork.
Why does Social Security planning cost money when your Medicare help is free?
Medicare help is paid for by the insurance carriers when you enroll in a plan, so it costs you nothing. Social Security analysis is a standalone professional service with no carrier behind it, so we charge a transparent flat fee — and every strategy client still receives a complimentary Medicare review.
What should I bring to my strategy session?
The most important item is your Social Security statement, which you can download at ssa.gov/myaccount. If you're married, bring your spouse's statement too. Details about pensions or planned retirement dates also help us make the analysis as accurate as possible.
Where do Social Security strategy sessions take place?
Sessions are held in person at our Centennial office at 7173 S Havana St #53, Centennial, CO 80112. The office is open Monday through Thursday, 9:00 AM to 5:00 PM, by appointment only — call (720) 835-0653 to schedule.
Can you file my Social Security claim for me?
No — only you can file your claim with the Social Security Administration. Our role is education and analysis: we help you understand your options and build a strategy, so you can file with confidence when the time comes.
Social Security planning services provide education and analysis of your Social Security benefit options only. We do not provide legal, tax, or investment advice. For advice on those matters, please consult a qualified attorney, tax professional, or financial advisor. Simply Insurance is not associated with or endorsed by the Social Security Administration.
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