Planning for your retirement shouldn’t be a guessing game. Using an online retirement calculator can only give you an idea of how long your retirement income may last—it doesn’t give you a plan. If you are like many, you want a sense of direction and assurance in your ability to meet your goals. You need a plan that uses a sound strategy, balances risks, and addresses your upcoming challenges. With Signature Capital, you’ll get expert investment advice coupled with a time-proven income planning strategy that will be implemented by seasoned financial professionals. We’ve created state-of-the art software and technology that is now used by hundreds of professionals across the county and we adhere to the principles of honesty, professionalism and integrity—values that have earned us the confidence and long-term trust of the individuals and clients we are proud to serve.
Stephen received his BS degree in Business Administration from Utah State University in 1996 and has been a financial advisor for over 20 years. He developed the Bucket Bliss Strategy and created the tools to share it with retirees. He’s been featured in numerous industry publications and on ABC, CBS, NBC, CNN, and Fox.
He specializes in retirement income planning for professionals, corporate executives and university personnel, and coaches financial advisors around the country on his income planning and practice management strategies. He’s an avid pilot and lives in a suburb of Salt Lake City, Utah, with his wife and four children. Stephen presently holds securities licenses with Allegis Investment Services, LLC. (Member FINRA/SIPC) and Allegis Investment Advisors, LLC. (SEC Registered Investment Advisor).