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McAllister Professional Planning, LLC
Jim McAllister CLTC
Experience • Compassion • Integrity

We can't change the direction
of the wind, but I can
help you adjust your sails.
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My wife and soul mate, Darlene, and I have seven children and four grandchildren between us. We lived in Maine until my partner of 28 yrs retired, at which time we moved to NH to be more centrally located to my clients. We are both active Rotarians, striving each day to live the 4 Way Test and Rotary motto- "Service Above Self". I enjoy boating on the ocean. The beauty of the surroundings, gardening, walking and exploring are all forms of therapy for me. I like to live in the present, having learned from many of life's lessons that have shaped my integrity.

With over 30 years experience in the insurance industry, I view myself as an advocate for my clients, helping them find the right solution and appropriate company for their insurance needs. I specialize in planning for personal and business needs. Understanding your vision for the future is crucial for me and says a lot about you. Your vision is unique. My approach is to help paint the canvas which will be your life.

Simply put, my mission is to help you secure your family's or business's future and protect what's important to you.

I am vested in each community I have lived in, and am currently residing in Epping, NH where my wife and I have established strong ties to the area communities.
Current member and past President of the Exeter Rotary. Also serving on District Public Image and Membership Committees.
Member of Christ Church serving on the vestry, Co-Chair of Seacoast Family Promise outreach program.
Active member of the Exeter Area Chamber of Commerce serving on the Ambassador Team and Economic Development Committee.

I am a former resident of Waterville and Yarmouth, Maine.
Formerly active in the Yarmouth Rotary, Chamber of Commerce, the Boys/Girls Club, Career Fair planning at Yarmouth Middle School, Yarmouth vestry of Trinity Church Portland.
Active in the Waterville: Kiwanis, Waterville vestry St. Marks Church, Portland Area United Way Budget Committee.

Million Dollar Round Table, Qualifying Life Member

Military Service: U. S. Army, Two years during the Cuban Crisis.
Attended Colby College (Go back to the top.)

 

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Working together towards a sound financial future.

Jim McAllister CLTC • Phone: 603-583-5620 • Cell: 207-232-1590 • Email: jim@profplanllc.com

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