Financial Services

A variety of financial services and custom qualified plans are offered by the McAllister Financial Group. If you want a plan where you control your future and take charge of your retirement, talk with Robert McAllister, a Retirement Professional with 30 years of experience.

Individual & Business Retirement Plans

  • Design and Implemention
  • Fund and Manage Plans

Lifetime Retirement Income

  • Helping you work towards making your nest savings last
  • Investment Strategies for Profit Sharing, 401K and 403(b) Rollovers

Financial & Life Transitions

  • Inheritance
  • Death of Spouse
  • Divorce
  • Job Changes
  • Retirement


  • Stocks, Bonds and Mutual Funds
  • Tax-Advantaged Investments

Tax Planning

  • Keep more of your earnings and investments
  • Tax Advantaged Income Strategies

Risk Management

  • Creative Insurance strategies for life, medical and disability income
  • Long Term Care
  • Executive Benefits

Estate Planning Strategies

  • Transfer Wealth, Personal and Business
  • Inherited IRAs, and distribution rules for the beneficiary
  • Trust vs Wills
  • Insurance needs

Multi-Generational Planning

  • Lifetime and inherited taxable distributions
  • Beneficiary planning strategies

LPL Financial and its Financial Advisors do not render advice on legal matters. You should discuss any tax or legal matters with the appropriate professional.

Robert McAllister is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.​