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.
-Richard Allen
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.
From global law firms to serving his hometown community, Attorney Reagan Allen brings a broad and diverse skillset to the individuals and business owners he serves. Based in Columbus, Ohio, Reagan is an attorney, financial advisor, and entrepreneur committed to helping clients achieve financial confidence and legal clarity. Throughout his career, he has guided families and business owners through strategies designed to build, protect, and transfer wealth with purpose.
As a financial advocate, Reagan’s mission is straightforward: help people align their money with the life they want to live. He focuses on proven strategies that reduce risk, lower lifetime tax costs, and increase disposable income—transforming wealth into a source of freedom rather than stress. Reagan is also a Registered Social Security Analyst, advising clients on how to understand, optimize, and maximize their Social Security benefits.
Reagan believes that the biggest obstacles to long-term financial security are debt and taxes. For that reason, he specializes in comprehensive, forward-looking tax planning—not just year-to-year preparation, but lifetime strategies that help clients and business owners create durable efficiencies.
