Alvie Stephenson
Stephenson Retirement Strategies, Inc.
3815 Henry Cir
Racine, WI 53404, US
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
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
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.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
