Alvie Stephenson

Pending CE Completion

Stephenson Retirement Strategies, Inc.
3815 Henry Cir
Racine, WI 53404, US


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Professional Profile

Simplifying the complex helps my clients make their best retirement decisions. My name is Alvie Stephenson and I’m passionate about educating my clients on their Social Security choices. Examining and choosing YOUR best individual Social Security election strategy is the first step to a secure retirement plan.

I know from first-hand experience with my own retirement plan that Social Security rules and guidelines are not only complex, but also change regularly. If you are searching for Social Security information and don’t know where to turn, please reach out to me for a consultation. I will provide confidential, unbiased Social Security and retirement information specific to your situation and priorities.

I’m trained through the International Association of Registered Consultants, RFC®, a member of the National Association of Registered Social Security Analysts, NARSSA®, and certified as a Registered Social Security Analyst, RSSA®.

I love getting to know my retiree clients and analyzing their particular Social Security situations so they have all the information needed to make a smart decision on when to claim their benefits. I provide income planning strategies including detailed problem solving as part of your secure financial retirement plan.

I would love to talk with you and discuss how I can help with your transition into retirement.

Real Stories from Real People

Most People Leave Money on the Table


Don't Optimize

Very few people get all the Social Security they deserve.


Is Lost

The average household is losing $111,000 in potential income.

1 Chance

To Claim

Social Security gives you one chance to get it right – forever.

Maximize Your Benefits

Discover important information for your situation.