Stephen helps retirees build a secure retirement that accounts for all of life’s unknowns. He takes a holistic approach that focuses on social security optimization, tax efficient distribution, and complex, customized wealth transfer strategies. Stephen works closely with his clients to create the security they are looking for in their golden years.
Stephen has a Bachelor of Science degree in Electrical/Computer Engineering from Marquette University. He is certified in social security claiming strategies (CSSCS) and college funding solutions (CCFS®).
Additionally, Stephen is a nationally recognized speaker on the complex topics of Social Security Benefits and tax efficient distribution strategies. Through a partnership with Highland Capital Brokerage, he mentors hundreds of advisors who have grown their practice by adopting Stephen’s holistic approach to financial planning.
Everyone has a different vision of what makes a successful retirement. Your dream, whatever it may be, is one that could be attainable. As a financial advisor at Significant Wealth, Alayna provides attentive and knowledgeable services and support for our clients. Alayna holds a series 7 and series 66 as well as a license for Health/Life Insurance. She provides clients with education on how to take their assets and utilize them in the most efficient way so they may have the retirement lifestyle that they always dreamed of having. Whether it is today, 20 years from now, or just around the corner, Alayna and her team will analyze every aspect of your financial life to measure the progress you are making to reach your goals.
Alayna received her Bachelors in Finance at Roosevelt University. She began her career as a Financial Advisor at Merrill Lynch, perusing her dreams to become educated in preserving hard earned money and sharing her knowledge with others. There she learned valuable skills on how to work with clients as strategic partners and create tailored and personalized plans that addressed their specific needs. Alayna later joined Significant Wealth to apply her skills and build ongoing relationships with the clients she works with. Alayna knows that working on a team with individuals that vary in expertise is crucial in producing the best results for her clients.
Alayna lives in Cary with her husband Dave and their 5 children. They are avid Chicago sports fans and play volleyball in the summer. In their free time they enjoy traveling, fishing, boating, and watching their children’s sporting events.
The Retirement Paycheck LLC. offers numerous financial services to their clients including financial planning, investment management, estate planning, tax minimization, social security optimization and more.
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