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Complete this quick assessment to receive your personalized roadmap with actionable insights tailored to your unique situation.

First Name *

Last Name *

Date of Birth * (MM/DD/YYYY)

Have you filed for Social Security? *

Email Address *

Phone Number *

ZIP Code *

TCPA Consent: I authorize RSSA to contact me via email, SMS, and phone to help me with my Social Security and retirement planning needs. I understand that consent is not required to purchase services and I can opt out at any time.

Marital Status *

Do you already have a SSA.Gov account? *

How much do you currently have in Retirement Savings *

This includes $401k, IRA accounts, Brokerage accounts, Saving Accounts

Total Current Monthly Income from all sources *

Anticipated monthly expenses when you stop working? *

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