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.

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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.

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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.

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Anita is a 3rd generation Colorado native. She was born and raised in the Denver area. She currently lives in Greeley, Colorado.