McAllister Consulting partners with CPA and accounting firms, P&C firms, RIAs, and other professional advisors.

We help our professional partners serve their clients with more confidence and expertise when discussing extended care plans. We help financial advisors specifically protect assets and retirement income from an extended care event.

We help:

  1. Create a new revenue stream without bringing on additional clients or possibly obtaining new licenses
  2. Increase client retention rate by connecting professionals to the entire family
  3. Serve clients in a holistic manner focusing on the family as a whole

McAllister Consulting partners with select professionals who are like minded and motivated by genuinely helping their clients and their families in the long term.

If you are interested in learning more about a partnership opportunity please contact Jack at 610-299-6987 or jack.mcallister@mcallisterconsulting.net.

SECURITIES OFFERED THROUGH THE LEADERS GROUP, INC.,

MEMBER FINRA/SIPC,

26 W DRY CREEK CIRCLE, SUITE 800, LITTLETON, CO 80120, (303) 797-9080

MCALLISTER CONSULTING, LLC IS NOT AFFILIATED WITH THE LEADERS GROUP, INC.

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

Copyright McAllister Consulting, LLC © 2018-2019. All Rights Reserved.