Optimize your benefits with advice.
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.
-Anita McAllister
Don’t lose out on hundreds of thousands of dollars in lifetime benefits by making the wrong decision.
You may be able to collect up to one-half of your spouse’s benefits.
You may qualify for Social Security Disability Insurance benefits.
You may decrease your payroll taxes and still receive maximum benefits.
You may qualify to receive Social Security benefits from your ex-spouse.
You may qualify to receive survivor benefits that are greater than your own.
If you are a lawful permanent resident, you may qualify for Social Security.
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:
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.
Anita McAllister has over forty years’ business experience in the financial world including having operated a successful accounting business since 1980 and as a mortgage loan officer. She started on the path to assisting others with the knowledge she gained after the 2008 financial market meltdown. In 2011, Anita became a Medicare advisor and has since made that her primary focus.
Anita has a true passion for educating individuals, families and business owners on debt reduction, wealth preservation and growth along with unique tax-saving principles. These solutions and strategies are generally uncommon to Main Street America. Her strong financial background has helped her achieve great success for her clients.
In addition to being a Registered Social Security Analyst, Anita is also a graduate of the National Institute of Certified Estate Planners. She received her Certification as an Estate Planner in September, 2012.
Anita is a 3rd generation Colorado native. She was born and raised in the Denver area. She currently lives in Northern Colorado.