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Copyright © 2008 Romore Associates, All rights reserved.

Colby College, Business
Exeter Chamber of Commerce
    Economic Development Committee
Exeter Rotary - Vice President
Interfaith Hospitality Network
NAIFA- NH
Million Dollar Round Table, Qualifying Life Member

I have been a financial representative for many years.  I have enjoyed working with families and businesses. Guiding them thru to an action plan. working together toward their sound financial futures.

Protecting families and businesses has been a nutritious experience for me. I have worked hard to build a relationship based on trust and integrity with every one of my clients. I will always make you the very same recommendations that I would make to my own family.

As independent planner I am not tied to any one source of financial product. I will only represent the top-rated financial instutions and insurance companies. I have always been committed to doing what is best for you... my client!

James McAllister, CLTC
"The best way to achieve your financial goals is to have a plan, one that will meet your needs today, and flexible enough to grow, change and protect you tomorrow!"

 

McAllister Professional Planning, LLC

 

Jim@profplanllc.com