Marisa Steinbach Earns RSSA® Certification

Forward Investment Services is proud to announce that Marisa Steinbach, CRPC®, Financial Advisor, has earned the Registered Social Security Analyst (RSSA®) certification—an advanced credential demonstrating her expertise in Social Security planning and retirement income optimization.

This achievement reinforces Forward Investment Services’ ongoing commitment to delivering exceptional, comprehensive retirement planning solutions for clients across Wisconsin and Minnesota.

The RSSA® designation, awarded by the National Association of Registered Social Security Analysts (NARSSA), represents advanced knowledge in navigating the complexities of Social Security. Certified professionals are trained to analyze Social Security benefits, identify optimal claiming strategies, and integrate those decisions into holistic retirement plans. Their expertise helps clients better understand their options, avoid costly mistakes, and make informed choices that may significantly impact lifetime income.

“Social Security is often a retiree’s largest guaranteed income source, yet it’s one of the most misunderstood,” said Marisa Steinbach, Financial Advisor at Forward Investment Services in Marshfield. “Earning the RSSA® certification allows me to give clients clearer guidance, more accurate projections, and strategies that help maximize their lifetime benefits.”

Marisa Steinbach, Financial Advisor

Incorrect claiming strategies can cost individuals and families thousands of dollars over the course of retirement. With Steinbach’s new certification, Forward Investment Services strengthens its ability to provide personalized Social Security analysis and strategic planning designed to help clients maximize their lifetime benefits and feel more confident in their retirement decisions.

“Marisa’s dedication to expanding her expertise directly benefits our clients,” said Scott Wucherpfennig, VP/Financial Advisor. “She consistently goes above and beyond to help people feel confident about their financial future. This certification elevates the retirement planning services we can offer as a team.”

Marisa’s achievement also reinforces Forward Investment Services’ commitment to client success—differentiating the advisory team as a leader in advanced retirement planning, expanding the services available to clients, and strengthening the trust individuals place in the guidance we provide.

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