Professional Profile
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.
Areas of Expertise
- Medicare Advisor
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
Anita started helping me with SSI after helping me with some insurance needs and became my information provider and assisted me with mine and then has been helping my wife and I through the process of getting her Disability SSI. There is no way I would have been able to get the information needed for this, she has been invaluable to us and I can’t thank her enough.
Rich
Anita has been extremely helpful in helping us navigate SSI and resolve any issues that came up and is still continuing to do so. She has been invaluable to me throughout the entire process.
Richard Fales
Anita was a life saver for me! I knew absolutely nothing about the whole process of claiming my social security benefits and was so overwhelmed about it that I put it off longer than I needed to. I needed help and I needed someone that I could trust.
Anita genuinely cared about me and took the time to make sure that I understood everything that I needed to do. The whole process was easy because she answered any questions that I had and she walked me through it every step of the way. It was like a big weight lifted off my shoulders.
Anita was supportive before, during, and after this life changing experience. Even now, if I have a problem, or don’t understand something I can consult her and she’s just as helpful now as she was in the beginning.
She’s gone above and beyond for me. I highly recommend her as a consultant!!!! I give her 5 stars for her services.