Feel confident in your
We help you create the happy and secure future you envision by offering independent, objective investment management and financial planning.
Feel secure about your future
Relax, because you have a plan
Be prepared to enjoy your retirement
Everyone wants to feel confident, knowing their money is working to build them the life they want. Unfortunately, we are all swamped with information and sales pitches so it’s difficult to know what you can trust. This can leave you feeling worried about your money and wondering if you’re making mistakes that will jeopardize your financial future.
The solution is independent, unbiased guidance based on academically researched financial science and long-term evidence that you can trust. Knowing your investments are prudent, put together to work for your lifetime, and based on the unbiased research of some of the finest academics in the world can allow you to relax about your money.
At McCallister Financial Group, we believe that you deserve to have sound financial management that allows you to live without worrying about your financial future, no matter what life brings. A plan that you can understand and trust in knowing it’s built to help you live how you want to live.
Planning is done by a Certified Financial Planner with more than 25 years of experience in this business, who will provide fiduciary, independent, and unbiased advice.
We use financial science and evidence-based investing to provide relief to people who are insecure about the direction or effectiveness of their investments to create a secure financial future.
We’ll schedule a call to see if our partnership would be a good fit and identify how we can make a difference in your financial future.
We’ll meet to clarify where you are, what problems you’re facing and where you want to be.
We’ll build strategies on how to handle your finances now, so you can feel confident that you’re building the life you want for the future.
Many people don't live the way they want in retirement because they made serious mistakes in saving and investing along the way. We work with people who want to avoid that. We have a process we use to help people with an alternative way of investing based on financial science and long-term evidence, as opposed to what's popular at the moment, so that people can live out their dreams feeling happy, confident and secure with their financial future.
Examples of some typical clients are:
Mike and Kerry are both professionals within ten years of retiring. Over the years they've built a kind of hodge podge of investment and savings accounts without any particular rhyme or reason. They're not sure when they can afford to retire or how much income they might have when they do retire and they need help creating a plan. They also know that their investments aren't being managed as best they could and want help to simplify and consolidate things, and to try to maximize their investment growth and income over time. They're concerned about how much they're saving in their 401(k)s and if they're in the best plans from a tax perspective. Overall, they want to stop feeling the burden of being unprepared and to know their future will be secure and abundant.
Robin has taught most of her life and will have many years in CalSTRS by the time she retires, but she would like to retire early if possible. Over the years she's had a couple different TSA (Tax Sheltered Annuity) plans and wonders if they were the best thing for her to do. She would like to know when she can afford to retire from teaching because it's getting more and more difficult over time. She realizes she may have been "sold" the TSA plans and would like independent advice on the best way to manage her money going forward. She wants to know she's on track and doing what she can to have the income she wants in retirement.
Jim and Denise retired a few years ago and aren't sure if their retirement accounts are being managed correctly. They have some money in the bank where they know they aren't earning much, and worry that they should be doing more with it. The uncertainty leaves them worried and stressed about whether they can spend any of their savings and investments, or need to save it all up for the future. They would really like to be sure that their finances are set-up to create security for them for the rest of their lives, while allowing them to feel free to enjoy themselves. They also hope to leave a legacy for their children and grandchildren who they love very much.
Equip yourself with more knowledge on what actions you should take to become more confident in your financial future.