Meet Matthew Allen, Social Security Expert
Experience, Recognition, Background
Matthew Allen is a serial entrepreneur driven by a passion for providing industry-leading advice to his clients. 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 his firm, Social Security Advisors.
Social Security Advisors has a single mission to help clients maximize their Social Security benefits. For far too long, retirees have left hard-earned Social Security benefits on the table because of a lack of quality, customized advice. Matthew and his firm know the intricate rules and regulations to help advisors and consumers simplify what can be the confusing decisions, such as when to file, how to file, what to file, and how to do it in a way that’s customized to the client’s unique needs and circumstances.
Matthew also founded the Universal Group of Companies, a private investment firm in 2004, and prior to that was a NYSE Market Maker. He has pursued advanced education in the areas of business, finance, law, and politics and has held several FINRA licenses. He has also earned the CFA Institute’s Certificate of Achievement.
Matthew Allen's Retirement Expertise
View a Sample Presentation
Matthew is an established speaker on Social Security topics, including how to maximize your clients’ Social Security.
Matthew Allen has been at the forefront of financial services for over a decade. He has helped thousands of seniors maximize their Social Security benefits and avoid costly mistakes when filing.
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 Advisors.