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. We find that, the longer we work with clients, the better we know them and the better job we can do for them.
McCallister Financial Group is a financial services firm that specializes in retirement planning and investments. With more than 16 years of experience, McCallister Financial Group has helped individuals and families find the balance that works for them – a balance between growing their investments and reducing the risk from surprises in the future.
The Personal Touch -
We review your savings and investment options with you and work with you to come up with an investment plan that’s best for your individual income and lifestyle. Whether its growth, safety or something in between, we focus on your wants and needs. After all, everybody is different and every client deserves special attention.
We stay in touch with what’s happening in your life through regular client reviews. Our monthly newsletters, quarterly client conference calls and client education workshops give you a heads-up on the latest economic twists and turns.
Our Proprietary “High-Touch Investment Process” –
For clients looking for growth opportunities with managed risk, we offer our “High-Touch Investment Process.” This process draws on our exceptional combination of computer expertise and financial knowledge to determine fund selections and allocations.
This process, available only to our clients, uses proprietary computer software to search the universe of funds to determine whether to buy, sell or hold. Because of the high level of management required, these accounts have a $100,000 minimum.
A separate version of the same document is available for Educators, and include some additional discussion on the financial strength and risks of the CalSTRS program. Click here.
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