Meet Anita

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 Wealth Strategist, 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 Greeley, Colorado.

My Vision

I believe that every individual should have the knowledge and tools to take control of their own financial destiny. 

CALL Today to schedule a no cost, no obligation consultation.

970-515-6882
  • LinkedIn Social Icon
  • Facebook Social Icon

© 2020 by Anita McAllister. All Rights Reserved.