Matthew Allen
Social Security Advisors is the leading Social Security planning, filing, and troubleshooting company in the country. Their advisors handling filings and troubleshooting (retroactive filings, Requests for Reconsideration/Appeals, Overpayments, etc) for clients all have a minimum of 15+ years of experience formerly working at the Social Security Administration before joining Social Security Advisors. As a company, Social Security Advisors has advised and assisted more clients nationally than any other firm in the country.
Matthew Allen is Co-Founder & CEO of Social Security Advisors and is the leading Social Security expert in the country by track record and number of clients served and is often quoted for his expertise in major publications such as The Wall Street Journal, Forbes Magazine, Time Magazine, USA Today, Financial Planning Magazine, and others. He is also a speaker for the Retirement Speakers Bureau and speaks frequently around the country on the topic of Social Security planning. He is driven by a passion for providing industry-leading advice to his clients and has been at the forefront of financial services for over two decades. In working with his clients, he realized that there was a major education and advice gap when it came to Social Security and was determined to fill this void by co-founding Social Security AdvisorsSM in 2008.
He is also the Founder of IRMAA.com which handles IRMAA appeals for its clients, saving clients thousands of dollars per year in Medicare premiums that they don’t need to be paying and that IRMAA.com helps get rid of via its appeal process for clients.
Matthew has pursued advanced education in the areas of business, finance, law, and politics and has held the Series 65, Series 25, and Series 21 licenses and certifications and has been awarded the CFA Institute's Certificate of Achievement. During his free time, he enjoys reading, debating, writing, and traveling.