Stephen Smith is an investment adviser with a passion for helping others feel more confident about their financial future. He takes great pride in offering his clients a first-class service experience like no other, based on their wants and needs. Because every individual is unique with different hopes and dreams, he believes that financial planning should begin with the client, not the products, and that everyone deserves a holistic approach to retirement. He does this by listening first and recommending second. He loves the moment when the lightbulb clicks on, and his clients realize they don’t have to live in uncertainty and fear while taking unnecessary risks, in order to enter retirement feeling confident and excited about the years ahead.
Stephen brings over 25 years of experience to the team at Alloy Wealth and is a longtime friend and colleague of the firm’s founder, CEO Mark Henry. Stephen decided to join the firm in the fall of 2023. Before serving in the financial sector, he pursued a Business degree at Georgia State University. He holds the FINRA Series 65 and North Carolina, South Carolina, and Georgia Insurance licenses. In addition, he is working toward his CFP®.
Stephen is married to his lovely wife Bre and has two sons, Evan and Trevor. When out of the office, they spend their free time doing activities as a family. Stephen and his family are also active in their local church.
When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.
The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.
The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.
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