Our Firm

Our commitment to you is to place your best interests before ours. Our client relationships are founded on trust and integrity and are planned for the long term.

McCallister Financial Group is a financial services firm that specializes in retirement, tax and investment planning. We work with PlanMember Securities Corp., featuring the PlanMember Services Program.

While our clients include people from all walks of life, including Doctors, Lawyers, Business Owners and Professionals, we have built a specialty in working with Educators. In fact, we started working with educators to fill a special need - solid and competent financial, retirement, tax and investment planning for teachers.

Historically, the planning provided to teachers has been haphazard, incomplete and scarce. We believe teachers need and deserve better planning and investment options, and we hope to bring true professionalism to the marketplace.

In fact, we view as our mission to help people, particularly teachers and others in the public education system, reach and maintain a comfortable retirement by providing the most complete retirement, investment, tax and investment planning available - and the best ongoing communication and service.

We offer The PlanMemberServices Program which finally brings money management to the individual saver and investor that has historically been offered only to large institutions. Lack of proper savings and investment management is perhaps one of the major hurdles that teachers and other small investors have faced - The PlanMemberServices Program helps solve this problem.

One more key point: The PlanMemberServices Program has been approved by UTLA (United Teachers Los Angeles), the largest teacher`s union in Southern California. During the extensive research we performed before selecting PlanMemberServices, this approval gave us additional comfort that we were choosing the right company.