Optimize your benefits with advice.

Get the Social Security Benefits You Deserve.

The average household loses over $110,000 in potential income by making the wrong Social Security claiming decisions. I can help you get the money you earned and are entitled to.
-Alvie Stephenson

Get Started Get Started

Get Your RSSA Social Security Roadmap

Your Situation is Unique

Don’t lose out on hundreds of thousands of dollars in lifetime benefits by making the wrong decision.

Married

You may be able to collect up to one-half of your spouse’s benefits.

Disabled

You may qualify for Social Security Disability Insurance benefits.

Self-employed

You may decrease your payroll taxes and still receive maximum benefits.

Divorced

You may qualify to receive Social Security benefits from your ex-spouse.

Widowed

You may qualify to receive survivor benefits that are greater than your own.

Immigrant

If you are a lawful permanent resident, you may qualify for Social Security.

Get the Most Out of Your Social Security Benefits

With hundreds (and sometimes thousands) of filing options, getting the most from Social Security can be a complex decision. As a Registered Social Security Analyst, I can help you answer common retirement questions like:

  • When is the best time to claim?
  • Can I get benefits from my ex?
  • What should I do if I'm self-employed?
  • Can my children get benefits?
  • What about dependents with disabilities
  • How will my pension impact my benefits?
  • And so much more...

At the completion of your analysis, you will be provided with a comprehensive planning report outlining your benefit considerations in a way you can easily understand; with instructions for when and how to file, calculations, definitions, and much more.

Couple walking on the beach

About Alvie Stephenson

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.