McAllister Consulting is an expert firm in the area of understanding extended care plans and how to fund them. We review your entire financial plan to understand where you are, how we can help you get to where you want to be, and how we can protect you.

Additionally we partner with other professionals to provide the following services:

-Buy/Sell Agreement Audits

-Estate Planning including Will and Trust Document review

-Investment and AUM Planning

-Retirement Income Planning

-Educational/529 Plans

-Continuing Care Retirement Communities Contract Review

-Life Insurance Audits and Policy Review

McAllister Consulting LLC does not offer investment, legal or accounting advice. We are happy to refer you to a trusted professional.

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