heather schrieber RICP® NSSA® IRMAA-CP™ - Advanced Markets s

 When it comes to retirement income planning and Social Security strategy, few names carry more weight than Heather Schreiber. A nationally recognized expert with over 25 years in the financial services industry, Heather brings a depth of knowledge to the Allegiant team that is genuinely rare — the kind that other financial professionals turn to when the questions get hard.

As the founder of HLS Retirement Consulting, LLC, Heather partners with financial, legal, and tax professionals to build holistic retirement solutions — translating complex strategies into clear, actionable plans that clients can actually understand and act on. Her specialty lies in the areas that matter most as retirement approaches: Social Security claiming strategies, IRA and qualified plan distributions, tax mitigation, income planning, and legacy design.

Heather is a sought-after keynote speaker, trainer, and writer across the financial services industry. She serves as a guest expert for Ed Slott's Elite IRA Advisor and Master Elite Advisor groups — a prestigious circle of some of the most highly educated financial and tax professionals in the country. She is also an industry expert for the American College of Financial Services and an instructor for Surgent CPE and CPA Academy.