McCallister Financial Group

McCallister Financial Group For more than 25 years, we have helped individuals and families find the balance between growing investments and reducing risk.

At McCallister Financial Group we help you to:

♦ Manage your savings and investments to create and grow your wealth
♦ Protect and preserve your life savings
♦ Create strategies to take income from your investments at retirement

https://youtu.be/HQaqiYKuT0c
10/11/2023

https://youtu.be/HQaqiYKuT0c

Have you wondered about how much you can spend in retirement? There's one very important thing that many people never consider.

https://youtu.be/ikpFyyVOi-w
06/12/2023

https://youtu.be/ikpFyyVOi-w

We're seeing CDs with higher interest rates than we've seen in years. When is it a good idea to consider putting some money in those CDs?

The A, B, C, & D of Medicare
08/24/2022

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Estate Management Checklist
08/10/2022

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

A Decision Not Made Is Still a Decision
07/20/2022

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Retirement Realities
07/06/2022

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

Don’t Be Your Own Worst Enemy
06/22/2022

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

IRA Withdrawals that Escape the 10% Tax Penalty
06/08/2022

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

What to Look for in Personal Finance Apps
05/18/2022

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Where Will Your Retirement Money Come From?
05/04/2022

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

What Do Your Taxes Pay For?
04/20/2022

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Address

28924 S. Western Avenue Suite 213
Rancho Palos Verdes, CA
90275

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when McCallister Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to McCallister Financial Group:

Shortcuts

Share

Category